Loan Application Checklist

In general, the documentation you will need includes:
Property Information (if you already have a contract on a house)
Purchase Agreement for the home you are purchasing (if you have one).
If you are selling your current home, copy of listing contract if available.

Income & Assets

Most current paycheck stub.
  Last two year's W-2 forms
Statements for each bank, mutual fund, and/or investment account for the last month complete with all pages.
  If you own more than 25% of a business: last years federal IRS return complete with all schedules.
  If you own rental property: Most current federal IRS return including all schedules.
  If you are retired:most current 1099 forms and pension award letters (if you have them).
  If you receive Social Security: Social Security award letter updates.   These show the amount you receive each month this year.

VA Loans

Copy of DD Form 214, Report of Separation.

Miscellaneous

Photo ID such as a driver's license.
If applicable, a copy of your divorce decree.
If you are not a citizen, a copy of the front and back of your green card.

 

 



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First Place Mortgage, LLC NMLS #142437,  Arizona DFI broker #MB-0910046

William E. Woods NMLS #151045,   Patricia Lamm NMLS #226173,   Bart Knych NMLS #260021


First Place Mortgage, LLC 10451 W Palmeras Dr Ste 229 Sun City, AZ 85373-2011
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