Mortgage Experts
Mortgage Programs
Mortgage Guidelines
Mortgage Pre-Approval
Mortgage Loan Checklist
Mortgage Links
Commercial Loans
   
Home :: Contact Us :: Site Map

John Shellington - Milestone Mortgage

 

 


MORTGAGE LOAN CHECKLIST

The following is a list of typical items needed for your mortgage application. These items are are needed depending upon the type of mortgage you're interested in and your ability to provide them can greatly speed your application process.
Stay informed with the frequent changes to mortgage programs and guidelines by clicking the following link and entering your contact information and the word "subscribe" in the detail section.  You'll receive updates and practical advice as they occur.
                                                                  Subscribe to Mortgage News & Updates 
 

If you have a question, contact John Shellington or click through to the Pre-Approval section of this site.

Employment

____ Name and address of employers for the past two years
____ Copy of pay stubs for the previous 30 days
____ Copy of last two years w-2 forms
        (if commissioned or paid by 1099, copy of last two years complete tax returns)

Self-employed

____ Copy of last two years tax returns (personal and corporate);
        year to date P&L and Balance Sheet through the most recent quarter

Liabilities

____ Name and account numbers for all revolving and installment accounts
____ Name and account number for all mortgage loans for the previous two years
____ Name and address for landlords for the previous two years

Assets

____ Name, address, and account number for all bank accounts
____ Name, address, and account numbers for all brokerage accounts
____ Copies of statements covering last 3 months on asset accounts
____ Copy of most recent statement for 401K, Savings Plan, etc.

Miscellaneous

____ Copy of driver’s license and social security card
____ Copy of fully executed divorce decree if applicable
____ Copy of signed earnest money contract
____ Copy of lease agreements on rental properties
____ Veterans! Copy of DD 214 and Eligibility Cert. if you have it
____ Check for the cost of your credit report and appraisal

 

 

 
LATEST NEWS

 
 
17041 El Camino Real, Suite 211, Houston, Texas 77058
Office: 281-488-6700
Cell
: 713-248-2498
Toll Free
866-811-3345
Fax: 281-488-6704
Mortgage Broker License #34424
Gulf Coast Mortgage Corporation is an Equal Housing Lender.