858-361-6859 :: Email Us

Mortgage Check List:

Click Here for a Printable Version
  • Mortgage statements or coupon - If you presently own a property.
  • 1 month pay stubs.
  • Tax statements.
  • Check made out to FDC Credit for credit report ($16).
  • Last 2 years worth of W2’s.
  • Insurance declarations page (it has the premium listed).
  • Most recent bank statements (all pages) 3 months for purchases.
  • Most recent asset statements (all pages) ex: 401K, stocks, bonds, life ins.
  • Name, address, phone number of present/previous landlords.
  • Copy of recent appraisal (if 6 months old or newer) - loan officer to order.
  • Copy of drivers license and social security card (due to US Patriot Act).
  • Name, phone number, and address of employer to verify employment.

If divorced:

  • Copy of divorce decree.

If self employed:

  • Copy of business license (present and previous year).
  • Business Card and 2 years tax returns.
  • Letter from CPA stating they have done your taxes as self-employed for a minimum of two years, or letter from you stating that you do your own taxes.

If you own investment property:

  • Copy of rental agreements.
  • Copy of last two years tax returns.

If you own a condo or are purchasing a condo:

  • Name of COA, name of property management company, property manager’s name, address, and phone number.

If you are purchasing a property:

  • Purchase agreement.
  • Name and phone number of real estate agent.

* If any of these items cannot be obtained, speak to your loan officer for alternatives.




Equal Housing