Loan Application Checklist


Property Information (if you already have a contract on a house)
Purchase Contract

Assets

Most recent bank statement - all pages
  If you have made any large deposits to your accounts:
 

 

Explanation and source for deposit.

 

If large deposit was a gift:
 

 

Signed gift letter (lender can supply).

 

Copy of gift check.

 

Copy of deposit receipt.

 

Income

If you work for a company:
Two most recent pay stubs
Previous year's W2
  If you are self-employed:
Complete tax return (with all schedules) for previus year
  If you are retired:
Pension Award Letter
  If you receive Social Security:
Social Security Award Letter
  If you are counting child support as income:

Copy of divorce decree

Copy of twelve months' cancelled child support checks

Miscellaneous

Driver's license
If applicable, a copy of your divorce decree
If you are not a citizen, a copy of the front and back of your visa

 

 

TX MB # 50911

6750 West Loop South #790 Bellaire, TX 77401
Phone: Fax:

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