Mortgage Application Checklist

• Copy of your Purchase & Sale Agreement
• Your present mortgage information
• Two-year history of employment and verification of all income sources
• If self-employed, copies of past two years Federal Income Tax Returns
• Information about your checking, savings and credit card accounts
• Name, account number and outstanding balance of each of your debts
• Application deposits
• Information about any assets
• Information regarding any other assets that will be used as funds to close
• If FHA - Copy of Social Security card and photo ID
• If VA - Certificate of Eligibility or DD214
• If Employee Relocation Client - include relocation information and copy of offer, promissory note and copy of check on bridge loan.