Home Mortgage Documentation

Income Documents

• Last 30 days of pay stubs.
• If you are self-employed, please provide complete personal and corporate tax returns for the previous 2 years with all schedules attached.
• If you are receiving income from Social Security, Disability, Retirement or Divorce, please provide any applicable Award Letters.
• If you are receiving rental property income, please provide any applicable rental agreements.

Asset Documents

• Bank statements for the last two months.
• Latest investment account statements, all pages are needed.

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Other Items

• Copy of earnest money contract on subject property.
• Copy of earnest money contract on property to be sold or final Settlement Statement on recently sold property.
• Complete divorce decree,
  if applicable.
  
• A copy of all borrowers’ drivers licenses.

If You Are Refinancing

• Settlement statement
  (HUD-1) from previous
  loan closing.
• Copy of Survey.
• Copy of Homeowner’s Insurance Policy.
• Monthly Statement or Coupon Book from current mortgage lender(s).