Mortgage Application Checklist

Here is a list of information and documents you will need when you apply for a home loan.

• Copy of the purchase and sale agreement
• Your present mortgage information (or 12 months rental history)
• Two years history of employment and verification of all income sources
• If self employed, copies of the past two years income tax return and year to date profit and loss
• Two months checking and savings and investment account information verifying your liquid assets
• Name, account number and outstanding balance of each of your debts
• Information regarding any other income to be used
• Information regarding any other assets that will be used as funds to close
• If you are applying for a VA loan, you will need a Certificate of Eligibility or DD-214 form.
• If you are a relocating employee, include relocation information and copy of offer, promissory note and copy of check on bridge loan.
• Two pieces of ID, such as your Driver's License or passport and social security card.