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Mortgage Checklist

Common documents required from each borrower during the loan process (if applicable). PDF format preferred, copy acceptable.

[  ] Most recent 1st / 2nd mortgage statement for each property you own

[  ] Current lease(s) on any rental properties

[  ] Insurance Declaration Pages for each property you own

[  ] 2 most recent and consecutive paystubs

[  ] 2014 and 2015 W-2’s for each borrower

[  ] 2014 and 2015 signed Federal Tax Returns (State returns are not required)

[  ] 2014 and 2015 signed Corporate Tax Returns with K1’s (if borrower 25% or more ownership in a company)

[  ] Bank Checking/Savings account statements—2 most recent months

[  ] Driver’s License and SS Card for each borrower

[  ] Credit Card information to order the Appraisal

For Purchase Loans these additional Items are needed

[  ] A signed contract and the multiple listing print-out (the Realtor can provide this for you)

[  ] Cancelled check for the earnest money deposit (a copy of the front and back)

[  ] Gift letter (provided by your Loan Officer) signed by donor and evidence of donor’s ability to gift the funds (have donor write a “Cashier’s Check” and copy the front & back of this check) and then a copy of the gift fund deposit

[  ] Sales contract on your present home or the settlement statement from the sale of your previous home if you are using the proceeds for the purchase of the new home


Directors Financial Group NMLS# 177087
575 Anton Blvd. Suite 880, Costa Mesa, CA  92626
Toll Free:  (877) 492-9173
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This is not an offer for extension of credit or a commitment to lend.
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