Mortgage Application Checklist

The following are some items you should have with you when applying for a mortgage:

• Copy of your Purchase and 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 all credit card accounts
• Name, account number and outstanding balances of each of your debts
• Application deposits
• Information about any assets, including information regarding any other assets that will be used a funds to close.
• If FHA, Copy of Social Security Card and Photo ID
• If VA, Certification of Eligibility or DD214
• If Employee Relocation Client, include relocation information and copy of offer, promissory note and copy of check on bridge loan.

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