Mortgage
Information
Required Mortgage Information*
If you are looking for a new home, it's time to start gathering your financial
records. The mortgage lender will require you to provide them with the complete
list of items shown below at the time of the loan application:
Driver's License or Photo ID.
Social Security Card.
Name, Address and Phone number of
employers for the last 2 years.
Name, Address and Phone number of
all landlords for the last 2 years.
Residence Address for the last 2
years.
Pay stubs for the last 2 months.
Bank statements for the last 2
months. (Checking & Savings)
W-2s for the last 2 years. If you
are self-employed, you will also need your last 2 years' tax
returns.
Copy of the contract on the home
you are purchasing and, if applicable, the one you are selling.
Money for the credit report and appraisal fees.
If applicable:
Certificate of Eligibility and
DD214 or statement of service (for veterans only.)
Copies of Bankruptcy filings and
discharges within the past 7 years.
Copies of divorce decree and separation agreements.
(Adjudicated)
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* You may be required to provide more information than listed
above, this is only a guideline of the basic information that will
be requested.
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