Mortgage Application Required Documents List
To pre-qualify for a mortgage, the following documents are required:
For Employment and Income Verification:
- 2 most recent tax returns with W2 Forms
- 30 days most recent paystubs
For Identification:
- 2 forms of ID (Driver’s License and Social Security Card)
If Applicable:
- VA – DD214 Statement
- VA - Certificate of Eligibility (COE)
- Resident Alien Card (if not a US Citizen)
For Financial Assets:
- 2 months of *complete bank statements (checking, savings, stocks, etc.)
*All pages needed
For All Property Owned:
- Mortgage Statement
- Hazard/Homeowners Insurance Statement
- Property Tax Statement
- HOA Coupon
If You Are Self-Employed:
- Last 2 years of business and personal tax returns and K-1 & schedule forms
- Year-To-Date Profit and Loss Statements
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They were always responsive to my needs and allowed for a smooth process. All of the processing took place in a timely manor and there were no hold ups on their end. I would highly recommend this group to anyone in need of a mortgage.
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