Our goal is to facilitate a smooth transaction for each and every one of our customers. Having correct and complete information upfront is a key to a hassle-free home finance experience. This checklist will help you prepare so that we can serve you more efficiently.

Present Property (For current homeowners only)

•Copy of ratified contract and all addenda for present home if you are selling.
•Copy of lease for present home if you are going to rent out your property.
•Copy of listing if home is not sold yet.
•Address for present and past employers going back two complete years.
•W-2s for the past two years.
•Most recent pay stub.
•If self-employed–two years tax returns (corporate & individual) and year-to-date profit and loss statement if there is a “gap” of more than three months not covered by the tax returns.
•Diploma or transcript if full-time student during past two years.
•Leases for current rental properties.
•Divorce decree and evidence of 12 months payment for child support/alimony (if using this income to qualify).
•Statements covering transactions for the past two months for all bank/stock accounts (one quarterly statement if the statement is issued quarterly)
•Name and address of landlord if renting present home.
•Name and address for any private mortgages or loans outstanding.
•Account information (balances/monthly payments) for all credit cards, auto loans, mortgages and other loans.
•Copy of ratified divorce decree or separation statement for alimony or child support obligation.
•Ratified contract and all addenda
•Copy of listing
•Front & back of cleared check used for deposit on home you are purchasing.

Employment & Income

Assets & Liabilities

Home You are Purchasing

$________ Fee for Appraisal and Credit Report