Loan application checklist - Worthington Realty Official Website

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Loan application checklist

Mortgage Loan Application Checklist

The following is a list of items you would typically bring to a loan application to help the approval go as quickly as possible.

  • Executed copy of sales contract on the property you are buying.
  • Copies of all W-2’s for the past two years
  • Two recent consecutive pay stubs
  • Copies of the last 3 months statements of all bank and/or investment accounts (Source of funds for any recent large deposits must be documented.)
  • Complete name, address and account numbers for all bank accounts.
  • Complete name, address, account numbers, balances and monthly payments for all credit cards, installment loans, student loans and any other type of debt.
  • If you are self-employed - Last two years Tax Returns with all schedules for the last two years and year-to-date Profit and Loss statement.
  • Separation/divorce papers, if applicable.
  • Proof of receipt of alimony/child support, if applicable. (canceled checks for the last 6 months.
  • Verification of stocks and bonds needed for down payment/closing costs.
  • Gift letter
  • VA only – Certificate of Eligibility or DD-214, driver’s license and social security card.
  • Name address and phone number of landlord for the past 2 years.
  • Copies of the last 12 months canceled checks for rent or mortgage. (front and back, if possible.)
  • Check or money order for application fee.
Copyright 2018. All rights reserved. The information provided herein is suppied by several sources and is subject to change without notice. Worthington Realty or Teresa Butler, Agent, does not guarantee or is any way responsible for its accuracy, and provides said information without warranties of any kind, either express or implied.
Teresa Butler, Worthington Realty, PO Box 111, Worthington, OH 43085
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