What is Needed When Applying for a Mortgage? 

  1. Purchase and Sales Agreement signed by all parties.  
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  2. Account numbers for each bank account where deposits are held, including the name, address and zip code of each depository.
  3. Loan numbers for each mortgage loan outstanding on other properties owned, plus the name, address, and zip code of each lender.
  4.  Loan numbers for each installment loan outstanding plus the name, address and zip of each lender.
  5. Name and telephone number of the real estate sales agent(s) involved in the transaction.
  6. If you are self-employed or have tax shelters, bring two years income tax returns.
  7. Social security numbers for each borrower.
  8. If you were a full-time student at any time during the past two years, be prepared to verify this.
  9. A complete schedule of your real estate holding.  Include the address of each property, the type of property and number of rental units if rented, the income from each property, the mortgage payments, the taxes and insurance and any income (or loss) from operating the property.
  10. Name and address of your present employer(s) for each borrower; if employed less than two years, the name(s) and address(es) of previous employers during the previous two year period.
  11. Photocopies of your stocks and bonds, if you use their value to qualigy for the mortgage loan.  If they are in the hands of your broker, provide the name and address of your broker, plus your account number(s).
  12. Present current address and previous address if you have lived at your present address less than two years.
  13. Gross income you are currently earning at your present job(s).
  14. Vested interest in retirement fund.
  15. Life insurance net cash value and the face amount.
  16. If divorced, the amount of support payments per month, if any, and copies of cancelled checks for the last 6 months.  You will also need a copy of the divorce decree.
  17. If you filed bankruptcy, we need a copy of the petition and discharge.
  18. List of previous credit references, including addresses, account numbers, highest outstanding balance and date paid.
  19. You will need a check for the application fee.  This fee covers the cost for the credit report and appraisal.
  20. An account, in writing, of any problems concerning the application, such as late payments to a credit card company or lapses in employment.