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Loan Application Check List:

Item

Name and Address of
All employer(s) in last
2 years.

Home addresses of
Applicants over last
2 years

Information on home
being purchased (or
Refinanced)

If purchasers have
another home to sell
(Which is to be or
has been sold)

Checking, Savings,
Credit union accounts.

Description of other
assets and estimate
of worth

Credit cards, other
debts



If income other than that
salary is used to qualify

Bring These

  • 1 month current pay stubs
  • Last 2 years W-2's
  • Last 2 Years tax returns
  • Names and addresses of landlords

  • Copy of sales contract on new home
  • Descriptive information on home (listing info)
  • Survey (if available)
  • Copy of sales contract on that home
  • Estimates of net proceeds from that sale
  • If property has sold, copy of settlement sheet (hud-1)
  • Name of institution, address, account numbers
  • Last 3 months bank statements
  • Approximate balances
  • Automobiles (makes and year)
  • Cash value of life insurance
  • Stocks, bonds, 401k, mortgages owned, etc.
  • Other real or personal property
  • Name of creditors and addresses
  • Type of debt
  • Account numbers, approx. balances, min. monthly payments
  • Current leases on investment property
  • Evidence of retirement pay
  • Evidence to support receipt of child support or alimony


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