Paperwork needed to process your mortgage includes copies of the following:

  • Loan Application and Borrower's Authorization
  • Most recent 2 years of filed tax returns (all pages including any W2's, 1099's and K1's)
  • If 25% or more ownership in a partnership or corporation, most recent 2 years of filed tax returns on the business
  • Most recent 30 days of paycheck stubs
  • Most recent 2 months of all bank and asset statements
  • Driver's license or other photo I.D.
  • Purchase contract
  • Copy of Earnest Money check
  • Survey, if available 
  • Homeowner's Insurance agent contact information