You’ll be pleased at how quickly and simply the loan process moves.

Let us show you the way home!

Select Your Loan Consultant and Apply Now

Chris Kidder

Chris Kidder

Sarah Crickey

Sarah Crickey

Ivan Navarro

Ivan Navarro

Mortgage Applicant’s Checklist

  • Clear copy of your Driver’s License
  • If not a US Citizen, copy of your Green Card or other Official Documentation
  • Two or more current, consecutive pay stubs; to equal one full month of pay
  • Last two years of W-2’s or 1099’s
  • Last two years of complete tax returns with all schedules. (Personal and/or corporate –if applicable).
  • If retired, copy of your Social Security Awards letter, 1099’s, and/or pension statements.
  • Two current months of bank statements on all accounts, INCLUDING ALL PAGES (FOR EXAMPLE; 1 OF 2, 2 OF 2.) NEED PAGES INTENTIONALLY LEFT BLANK.
  • Documentation of large deposits (copies of cancelled checks)
  • Current statement for any investment accounts; 401K’s (with terms of withdraw), stocks, bonds and/or IRA accounts.
  • Current Mortgage statement and Insurance Declaration page with yearly premium amount (if applicable.)
  • Copy of statements for HOA dues on all properties currently owned (if applicable)
  • If you are selling your present residence, supply a copy of the signed contract.
  • Complete copy of your divorce decree, the final judgment, and Marital Settlement Agreement (if applicable)
  • Copy of bankruptcy papers including evidence of discharge (if applicable)
  • If applying for a VA loan while on active duty: Statement of Service Letter and Certificate of Eligibility.
  • If applying for a VA loan and not on active duty: copy of DD214 and Certificate of Eligibility.
  • For REFINANCES: Copy of the Survey, Homeowner’s Insurance, Owners Title Policy, and Flood Insurance

QUESTIONS?

Speak with one of our Tampa based Mortgage Consultants Today.

813-644-6001