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

What people are saying

"I wanted to thank you for all your help with our refinance. Your patience helped make the whole process a little less painful! Thanks again for guiding me through everything and answering all of my questions."

— Karen T.

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