Loan Application Checklist
You’ll need to provide the following documents when applying for a mortgage loan. We may ask you for additional documents after your loan file has been reviewed.
- Your bank statements for the most recent three-month period, or
- A copy of the bank statements for all accounts that will be used in this transaction
- Documentation of the source of any large deposits
- W-2 forms for the previous two years
- Most recent pay stubs covering a 30-day period and showing year-to-date earnings
- Signed federal tax returns for the past two years
If self-employed:
- Signed corporate/partnership tax returns for the past two years
- Profit-and-loss statement, showing year-to-date earnings, on accountant’s letterhead