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Check List
Click Here For A Printable VersionRESIDENTIAL LOAN CHECKLIST

REFINANCES
1) Completed and Signed Residential Loan Application (Please fill out as completely as possible including account numbers and addresses)
2) Prior Title Policy
3) Homeowners and Flood Insurance Policies
4) Last Mortgage Balance Statement for both first and second mortgage (if applicable)
5) Credit Card Bills (if consolidation)
6) Copy of most recent Survey


PURCHASES
1) Copy of Sales Contract and Front and Back of Deposit Check

ALL LOANS
1) W2 Statements for prior two years
2) Signed Business and Personal Tax Returns and YTD Profit and Loss (if self employed)
3) Last Two Months Pay Stubs
4) Last Three Months Bank Statements on ALL Asset Accounts
5) Copies of Twelve Months Cancelled Rent Checks (front and back) and name and address of landlord if renting
6) Divorce Decree (if applicable)
7) Complete Bankruptcy and Discharge (if applicable)
8) Homeowner's Association Name and Phone Number (if applicable)
9) Name, phone number and fax number of Homeowners and Flood Insurance Agents  _______________________
Other  ________________________

Please answer the following:
1) How much are your Real Estate Taxes and Insurance per year?  __________________________
2) Do you want to escrow taxes and insurance?  _________
3) What is the name, address and fax number of the title company you would like to use?  _________________________


*PLEASE BE PREPARED TO ISSUE A CHECK PAYABLE TO THE APPRAISER AT THE TIME OF APPRAISAL

NLMLS 327623 / Florida License MBR799 / Virginia License MC5955 / West Virginia License MB34228

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