What should I bring to a mortgage appointment?
Please bring the following:
- Current paystub(s) for a 30-day period that includes year-to-date information
- W-2s from the previous two years
- If self-employed, federal tax returns for the past two years, including all schedules
- Two months of financial statements savings, checking, money market, CDs), including all pages (first mortgage only)
- If buying a home, a copy of the purchase agreement signed by both buyers and sellers
If you currently own a home:
- Current mortgage statement with loan number and escrow information
- Copy of your current homeowner's insurance policy