Mortgage Checklist

 The following documentation is normally required along with your completed loan application:

  • Current Pay stubs and W-2 income statements for the last 2 years
  • Individual federal income tax returns for the last 2 years
  • Bank statements for past two months (all pages)
  • Investment account statements for past two months (all pages)
  • Retirement account statements for past two months (all pages)
  • Copy of your sales and purchase agreement
  • Home insurance policy and contact information
  • General certification and authorization

 

 

 

 

 

 

 

THE KLEIN GROUP, Private Mortgage Banking
27 Main Street, Suite 109, Edwards, CO  81632
Office:  (970) 926-6151
tkklein@thekleingroup.com
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