Mortgage Tools
Documentation Checklist
Having your personal documentation pulled together will help you expedite the loan approval process. Everyone is different, so there may be additional items or questions we will need to address, but here is a checklist to get you started!
- Last 2 years Tax Returns
- Last 2 Years W2s
- Most recent 2 months’ pay stubs
- Most recent 2 months’ asset statements (checking, saving, etc., all pages, please)
- Name and Phone Number of your Homeowner’s Insurance Agent (if you are currently working with one)
- If you are self-employed, please supply your business tax returns and supporting items (K1s, 1099s, etc.)
Application
Ready to go? Apply for a loan now!
Rhonda is an extremely professional and efficient agent, very pleasant and easy to business with. She communicates very efficiently so you are aware of the status of your project at all times.