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Mortgage Checklist

The checklist below will help make sure your loan process goes as smoothly as possible.

Prior 2 years of Federal tax returns (all pages and schedules). Include applicable W-2’s and 1099’s (business and personal if applicable)

For W-2 employees the most recent 30 days of paystubs

For the self employed recent profit and loss statements

Most recent 2 months of asset statements

Current mortgage or property statements

Any rental agreements for rental properties owned

Completed mortgage application