BrandMortgage Application Checklist

    This is a checklist that will apply to most mortgage situations:  APPLY ONLINE TODAY

     

    • DRIVER’S LICENSE AND SOCIAL SECURITY CARD

    • FOR HOME PURCHASE LOANS:

      -Sales contract with original signatures, along with a copy of the earnest money check

    • RESIDENCY:

      -Complete address for each residence you’ve resided at during the past 24 months-For renters: landlord information (name, address, and phone)

    • EMPLOYMENT:

      -Names, addresses, and phone numbers of all employers for the past two years

      -Relocation: Copy of employer’s relocation agreement

    • VA LOANS:

      -Copy of DD214s and Certificate of Eligibility

    • INCOME:

      -Past two years W-2 or 1099 forms

      -Last 30 days pay stubs

      -Past two years complete tax returns

      -Award letters for social security

      -Award letters for retirement/pension incomes

      -Court order for child support

    • ASSETS:

      -Two months original bank statement (all pages) on all checking, savings, credit union, and investment accounts (including retirement)

    • CURRENT LIABILITIES:

      -Current balance and minimum monthly payments

    • DIVORCED OR SEPARATED PERSONS:

      -Complete divorce petition, signed, recorded final decree, and/or separation agreement

    • RENTAL PROPERTIES:

      -Copies of current leases and tax returns

      -Copy of insurance declaration page

      -Copy of real estate tax bill

      -Copy of mortgage statement if property is financed

    • FOR REFINANCE LOANS:

      -A copy of the warranty deed and any current mortgage and/or bill payoff information (copies of last statements)

      -A copy of the current tax and home insurance expenses, along with a copy of the survey and owner’s title insurance policy

     BrandMortgage Group, LLC – NMLS #75615 – brandmortgage.com

    APPLY ONLINE TODAY