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HOME LOANS | How to Buy | Borrower Checklist
Having this information available for your Loan Officer will help speed up your loan process.
Income
- Paycheck stubs (last 30 days)
- W-2 forms for past two years
- If self-employed, previous two years federal income tax return
- Other income information: child support, retirement, social security, etc.
- Start date of current employment (you'll need to cover your employment history for the past two years)
Assets
- Bank statements from last two months (include all pages for both business and personal)
- Two months statements of liquid assets (investment portfolio: stocks, money market, 410 K, SEP, etc)
Other information
- Residence history for last two years, including dates
- Landlord history (address and phone for last two years)
- Homeowner insurance agent name and phone
- Copy of current driver's license
- Date of birth (for all borrowers)
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