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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

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All information provided through this site is intended to be accurate. However, there may be inaccuracies from time to time which we will make every attempt to correct immediately.

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