HOME Apply for a Loan Contact Us Mortgage Calculators Rate Sheet Check List



Please Deliver the Following Items by Email, Fax or In-Person.

Need Done

__x______ Original Sales Contract, signed and dated by both parties and a copy of the earnest money check.


__x______ Residence information for the past two years:

__x_____If renting, please provide the name, address, and phone number of the landlord.

__x_____If own, please provide the name, address, and account number for the mortgage company.


__x_____ W-2s or 1099’s for last two years.


__x_____ Income Tax Returns for the past two years. All pages, schedules, K-1, S-Corp, etc, etc, if applicable.


__x__ ___ Current pays stubs for the last 30 days for both applicants.


__x______ All bank statements (checking & savings) for the most recent two months. Please include all pages.


__x______ Latest statements regarding a Retirement Program, cash value of life insurance, IRA accounts,

or other investments. Please include all pages.


__x______ If your home is pending sale, trade or has recently sold, provide either the Sales contract or the HUD 1

Settlement Statement from closing with a copy of the warranty deed.

__x______ Name, address, and phone number of current employer(s) for verification. If less than two years on

current job, bring information about previous employer as well.


__x______ Name and phone number of your insurance agent


__x______ Copy of driver’s licenses and Social Security cards for both applicants.


__x_______ Completed Form 1003 (Loan Application) and Disclosure Documents – Additional Financial Info


__x_______ Credit Report fee of $ 42.95.


___________ Appraisal fee of $410.00 with signed sales contract – Please complete Appraisal Authorization Form.


_____ ____ Annual Dispersment Certificate for Social Security payment, Pension statement, etc.


If Applicable:

____ ? ____ Bankruptcy papers including discharge and schedule of creditors.


____ ? ____ Complete set of divorce papers or child support documentations or both.