Mortgage Checklist

Paperwork Needed

Having your financial documentation in order will help get the process off to a good start.

Here are some of the documents you may need to provide to complete the loan application process:

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For a Purchase Loan:

  • Signed Purchase Agreement
  • Last 2 years Tax Returns
  • 2 years W-2 and current paystub
  • 12 months cancelled checks for verification of rent/mortgage
  • 2 months copies of personal bank statements
  • Asset Statement (401K, Brokerage Accounts, Mutual Funds, Stocks, etc)
  • Signed loan application
  • Mortgage Statement or Coupons/rental agreements
  • Borrower’s signed authorization
  • Driver’s License and Social Security Card

For a Refinance Loan:

  • Last 2 years Tax Returns
  • 2 years W-2 and current paystub
  • 2 months copies of personal bank statements
  • Asset Statement (401K, Brokerage Accounts, Mutual Funds, Stocks, etc)
  • Signed loan application
  • Mortgage Statement or Coupons/rental agreements
  • Borrower’s signed authorization
  • Driver’s License and Social Security Card

Having your financial documentation in order will help get the process off to a good start.

Here are some of the documents you may need to provide to complete the loan application process:

APPLY NOW

For a Purchase Loan:

  • Signed Purchase Agreement
  • Last 2 years Tax Returns
  • 2 years W-2 and current paystub
  • 12 months cancelled checks for verification of rent/mortgage
  • 2 months copies of personal bank statements
  • Asset Statement (401K, Brokerage Accounts, Mutual Funds, Stocks, etc)
  • Signed loan application
  • Mortgage Statement or Coupons/rental agreements
  • Borrower’s signed authorization
  • Driver’s License and Social Security Card

For a Refinance Loan:

  • Last 2 years Tax Returns
  • 2 years W-2 and current paystub
  • 2 months copies of personal bank statements
  • Asset Statement (401K, Brokerage Accounts, Mutual Funds, Stocks, etc)
  • Signed loan application
  • Mortgage Statement or Coupons/rental agreements
  • Borrower’s signed authorization
  • Driver’s License and Social Security Card

Getting Started

Renting Versus Buying Calculator

If you are thinking about buying a home and are currently renting this calculator will help you determine the financial details as well as the benefits when making the switch.

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Pre-Approval

A Mann Mortgage pre-approval increases your negotiating power and speeds up your closing process.

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Ready To Get Your Loan?

Feeling confident and ready to start the home loan process? Apply online here.

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Find out how our team can help your dreams become reality!

Talk to one of our experts today.

Find out how our team can help your dreams become reality!

Talk to one of our experts today.

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