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