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Below is a checklist of paperwork that may be necessary to proceed with your mortgage application:

1. Copy of your driver's license

2. Last two years W2 and/or 1099 forms

3. Most recent pay-stub showing year to date income totaling one month income.

4. Federal Tax returns for the previous 2 years (If self employed or receive commission income)

5. Most recent checking, savings, retirement, brokerage, 401k, etc. account statements (ALL pages)

6. Federal Tax returns for the previous 2 years (If self employed or receive commission income)

7. Insurance company name, agent and contact number

8. Copy of Lease Agreements on any rental properties

For refinance loans only:

1. Copy of the survey from original closing package

2. Name, account number, and contact number for your current mortgage holder

Misc:

Copy of Bankruptcy Papers (if applicable)

Copy of divorce decree (if applicable)

Steve Builta.com - Austin Mortgage Coach 9442 Capital of Texas Hwy, Arboretum One Ste 650 Austin, TX 78759
Toll Free: 888-965-1999
Phone: 512-450-1222
Fax: 512-420-9500

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