Skip to main content

Application Items to Provide

We can meet with you or you can apply electronically. Please bring or upload the following information with you for your mortgage application interview.
  • Identification

    Driver’s license or picture ID.
    Social security card.

  • Employment History and Income

    One month’s most current consecutive paystubs.
    W-2s and 1099 forms from the last two years.
    Federal Income Tax returns from the last two years. This includes all schedules and please sign page 2.
    If self-employed, please include the last 2 years of business returns and K-1s.

  • Assets

    Two month’s most recent consecutive bank statements for all checking and savings accounts. (E-statements are acceptable, but unfortunately lenders will not accept Internet printouts or snapshots)
    Copy of latest retirement statement

  • House Information

    Copy of fully executed sales contract if purchasing.
    Approximate value of current home if refinancing.

  • Other Information

    Contact info for landlord if currently renting.
    Certificate of Eligibility if VA.