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Mortgage Checklist

The following information is usually required during the loan process:

  • Drivers License
  • Social Security Card
  • Current pay stubs covering the most recent 30 days
  • Last 2yrs tax returns.  All pages (Personal and Business if self employed)
  • Last 2yrs W-2s and 1099's, if applicable
  • Copy of Social Security and/or Pension Income Award Letter(s), if applicable
  • Deposit account statements for checking, savings, investment, retirement, etc for the past two months.  All pages
  • Investment account statements for the past two months.  All pages
  • Retirement account statements for the past two months.  All pages

If you currently own Real Estate:

  • Most recent mortgage statement(s)
  • Home owners insurance declaration page(s)
  • Most recent property tax bill(s)
  • Copy of HOA coupon or statement(s), if applicable

Be sure to consult with your mortgage loan origiinator to confirm which documents you will need.

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4800 N. Federal Hwy Bldg E, Ste 200
Boca Raton, FL 33431
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