Mortgage Loan : Requested Documentation


  • Current Mortgage Statement for your 1st and 2nd loan (If applicable)
  • Home owners Insurance (Declaration Page)
  • Property tax bill
  • Two years federal tax returns and W2s (Include two years of business tax returns if applicable)
  • Two recent pay stubs
  • Two months bank statements Checking and Savings (All pages, even if last page is blank)
  • 401k or retirement savings accounts. (All pages, even if last page is blank).
  • Copy of Driver’s Licenses. (all borrowers) If FHA loan will need a copy of your Social Security Card as well.

If you have investment properties include:


  • Current Mortgage Statements, Home Owners Insurance (Dec page),  Home owner’s association statement, if applicable and property tax bill for all properties.