Loan Checklist
Mortgage Consultant
Elva Wormley Mortgage Consultant
Published on April 23, 2021

Loan Checklist

Interested in getting a loan? Here’s a checklist of documents that you need ready and available to begin this process.

Verify your mortgage eligibility (Jul 24th, 2024)

Documents required vary from loan to loan, but generally the following are required, often for up to two years back:

  • Statements of income such as last two years W-2’s, two current pay stubs, and the last two years complete tax returns.
  • Two current bank statements
  • A list of any assets that you own
  • Rental or mortgage history for the last 2 years
  • Employment history and current information for the last 2 years
  • Personal identification, including Green Card if applicable
  • Purchase contract
  • Other pertinent items such as: Bankruptcy Discharge Notice or Divorce Decree
  • Completed loan application

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Mortgage Consultant
Elva Wormley Mortgage Consultant
Click to Call or Text:
(408) 615-8500