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What Your Lender Will Need To Apply For Mortgage

Lender Checklist: What You Need for a Mortgage

    ►W-2 forms — or business tax return forms if you're self-employed — for the last two or three         years for every person signing the loan.

    ►Copies of at least one pay stub for each person signing the loan.

    ►Account numbers of all your credit cards and the amounts for any outstanding balances.

    ►Copies of two to four months of bank or credit union statements for both checking and savings accounts.

    ►Lender, loan number, and amount owed on other installment loans, such as student loans and car loans. 

    ►Addresses where you’ve lived for the last five to seven years, with names of landlords if             appropriate.

    ►Copies of brokerage account statements for 2-4 months, plus a list of any other major                 assets of  value 

    ►Copies of your most recent 401(k) or other retirement account statement.

    ►Documentation to verify additional income, such as child support or a pension. 

    ►Copies of personal tax forms for the last two to three years. 


Donna Tripp PA, CRS, GRI
Licence #: SL670608
Charles Rutenberg and Associates
1900 Summit Tower Road, Suite #220
Orlando, FL 32810
Phone: 407-416-0445
Email: dontripp@bellsouth.net


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Donna Tripp PA   |   407-416-0445   |   dontripp@bellsouth.com
Charles Rutenberg and Associates
1900 Summit Tower Blvd, Suite 220   |   Orlando, FL 32810
Copyright © 2016. Donna Tripp PA, All Rights Reserved