Loan Checklist

Loan Checklist

fixed rate

Documents required vary from loan to loan, but generally the following are required, often for up to two years back:


  • 5% minimum down payment required on purchase

  • Statements of income such as last two years W-2’s, two current pay stubs, and the last two years complete tax returns.

  • Two current bank statementsChecklist

  • A list of any assets that you own

  • Rental or mortgage history for the last 2 years

  • Employment history and current information for the last 2 years

  • Personal identification, including Green Card if applicable

  • Purchase contract

  • Other pertinent items such as: Bankruptcy Discharge Notice or Divorce Decree

  • Completed loan application

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