305-814-LOAN (5626) | info@mbgcapitalpartners.com

Mortgage Application Checklist

The following information is usually required during the loan process:

  • Social Security Card & Drivers License.
  • Most recent pay stubs totaling a thirty day pay period & W2s for the past two years. (If W2 Employed)
  • Most recent personal tax returns for the past two years, Corporate Income tax return for the past two years, Profit  & Loss and Balance sheets of business for current year. (If self employed)
  • Most recent Bank statements for the last two months all pages. Personal. (Corporate, if Applicable)
  • Most recent Investment account statements for the past two months. Example: Retirement account, 401K, IRA, Stocks & bonds etc…
  • Life insurance policy.
  • Make, model & year of vehicles you own and their current resale value.
  • Credit card, Auto Loan & Personal loan Account information. (If Credit hasn’t been pulled)
  • Survey, Prior Title Policy & Home owners insurance policy (Refinance Only)

If you currently own Real Estate:

  • Mortgage account information
  • Home equity account information (If Applicable)
  • Home owner’s insurance policy information
  • HOA information. (If Applicable)
  • Real Estate Tax information.
  • Rental lease information. (If Applicable)