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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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