Mortgage Application Checklist

• Copy of your Purchase & Sale Agreement.
• Your present mortgage information.
• Two-year history of employment and verification of all income sources.
• If self-employed, copies of past two years Federal Income Tax Returns.
• Information about your checking, savings and credit card accounts.
• Name, account number and outstanding balance of each of your debts.
• Application deposits.
• Information about any assets.
• Information regarding any other assets that will be used as funds to close.
• If FHA – Copy of Social Security card and photo ID.
• If VA – Certificate of Eligibility or DD214.

If Employee Relocation Client – include relocation information and copy of offer, promissory note and copy of check on bridge loan.