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Mortgage Checklist

The following information is usually required during the loan process:

  • W-2's most current two years
  • One month Current Pay stubs or if self employed, past two years of Federal Tax returns with all schedules
  • 2 months current Bank statements (must contain account holder name and account number, all accounts, all numbered pages)
  • Current Investment account statement (all numbered pages)
  • Current Retirement account statement (all numbered pages)
  • Divorce decree (if applicable)
  • Child Support Order (if applicable)
  • Name and phone number for insurance agent
  • Copy of drivers license or other photo I.D.
  • Copy of Social Security Card if number does not appear on drivers license

For Home Purchases:

  • Purchase contract
  • Copy of earnest money check (if applicable)
  • Documentation that earnest money check has cleared

For VA Loans

  • Certificate of Eligibility
  • DD-214
  • Disability Awards Letter (if applicable)

For Refinances:

  • Copy of most recent HUD-1 or settlement statement
Phil Knabe, Mortgage Consultant
1007 State Route 28, Suite C, Milford, OH  45150
Office:  (513) 598-5900
Fax:  (513) 598-5153
Cell:  (513) 324-2795
Copyright © 2019 OPTION FINANCIAL, LLC (NMLS #2380)
A Subsidiary of New Foundation Savings Bank (NMLS #487896)
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