You will need the following items when you initially meet with your mortgage lender:
  • Completed Consumer Mortgage Application
  • Identification – Driver’s License, Passport, or Social Security Card, etc.
  • Income Information – A copy of your most recent pay stub and W-2 forms for the past two years
  • Bank Account Information – Recent copies of Statements of all Checking and Savings accounts
If you are refinancing an existing home also bring:
  • Current Mortgage Statement
  • Property Tax Assessment
  • Copy of Insurance Coverage
Click the Borrower’s Checklist to aid in gathering information you will need once you have selected a mortgage product.