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MORTGAGE CHECKLIST

The following information is usually required during the loan process:

  • Your social security number
  • If you receive a W-2: most recent paystubs covering 30 days, W-2s for past two years, and tax returns for past two years
  • If you are self-employed: personal and business tax returns for past two years
  • Past two months' bank, brokerage, and retirement statements
  • Current mortgage information, if applicable
  • Purchase contract, if applicable
  • Coop stock certificate, if applicable
  • Copy of homeowner's insurance policy, if applicable






NMLS 65397 / Registered New York Mortgage Broker
All mortgage loans arranged with third party providers
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