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Mortgage Checklist


  • Last 30 days paystubs - We can get Digitally


  • Last 60 days bank statements - We can get Digitally


  • Award letters if receiving SSI or Retirement


  • 2018 / 2019 W-2s


  • Picture ID


  • 2 year home address history


  • Credit Card info for appraisal


Additional items that may be needed


• If you are divorced, we may need a copy of your divorce decree.

• If you pay or receive child support or alimony, we will need a copy of the court order and verification of the last three (3) months of payment or receipt.

• If you are retired or on Social Security, we will need a copy of your annual awards letter.

• If you own more than 25% of a business, we will need two years of business tax returns.

• If you have filed bankruptcy in the last ten years, we will need the bankruptcy documents, along with the discharge of debtors.


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