Checklist Of Items Lenders Need To Approve Your Loan Application

Dear , 

 

 

 

 

 

 

 

 

 

 

The following list of items has been compiled for your convenience. You will need to bring this information to your mortgage application in order to expedite the processing of your mortgage loan. In today's lending environment, documentation & verification is critical so be sure to bring all documents to your meeting. 

 

 

 

 

 

 

 

  • All W-2’s from Last 2 Years
  • Tax Returns with ALL Schedules and Forms - Personal (and Corporate, if applicable)  Last 2 years-  complete  
  • Pay Stubs for the most recent 1 month
  • Asset Accounts – ALL pages covering the most recent 3 months Bank Statements, Money Market, Mutual Funds, Stocks, Bonds, IRA and 401k, 403b and Keogh accounts
  • Employment History for past 24 months -  Employer Name, Address, Phone # , Fax # and Dates of Employment
  • Driver’s License and Photocopy of Social Security Card or Passport for Patriot Act compliance 

 

  

 

  • If applicable – Social Security and Pension Awards Letters
  • If applicable – Divorce decree and property settlement agreement
  • If applicable – Bankruptcy Filing and Discharge documents
  • If VA – copy of DD-214 and original Certificate of Eligibility –  or  1 month LES
  • If you own other property- complete Address, mortgage coupon, Title insurance policy and Warranty Deed
  • If Refinancing – copy of existing mortgage and note, survey, hazard and flood insurance policies, Title insurance policy and Warranty Deed

 


 

 

   REAL ESTATE AGENTS, PLEASE PROVIDE:

 

 

  • Copy of listing
  • Complete fully executed (ratified) contract of sale and purchase (all pages)
  • Your personal business card
  • Name, address and phone number of condominium management company (if applicable)

I hope you have enjoyed this special report. I currently have over 40 creative loan programs to fit your needs. Please contact me at 954-914-5644 to set up your FREE No-Obligation consultation where we will meet to tailor a program to fit your needs and comfort levels for monthly payment and investment. 

Sincerely,

Michael Zuckerman
Primary Residential Mortgage, Inc
14361 Commerce Way
Miami Lakes, Florida 33016

Phone: 954-914-5644
Fax: 305-821-0539

P.S. If you would like to get started now please click the following link or image below to fill out a Free No-Obligation Secure Online Application and I will contact you to schedule a free consultation to help you get the home of your dreams with the best terms available. Credit concerns- contact me!

 

 

VIP Unlimited Site Access Pass

 

You are currently logged into the VIP area of our site. This allows you to view all of our valuable information for free. Please feel free to return as often as you like to access our free insider mortgage reports and to run mortgage scenarios on our various calculators. When returning, simply use your name and email address listed below as your VIP Access Code.

 

Name:
Email: