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Mortgage Checklist

The following information is usually required during the loan process:

  • Your Social Security number
  • Copy of your Driver's License
  • Current pay stubs (for most recent month) and most recent W-2 form
  • If self employed, your Federal Tax Returns for the past two years
  • Bank statements for the past month (all pages of statement)
  • Retirement account statement (typically a quarterly statement)
  • Should you apply for a government loan (VA, FHA etc), you will need two years of W-2 forms (if salaried) or two years tax returns (if self-employed) and two months of bank statements

If you currently own other Real Estate:

  • Most recent mortgage statement for all properties                                                            
  • Federal Tax returns if Schedule E rental income is applicable
  • Home insurance policy information

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Carolina Ventures Mortgage NMLS #48522
1516 E. Franklin St, Ste. 103, Chapel Hill, NC  27514
Direct:  (919) 960-1506
Fax:  (919) 928-5192
whitney@carolinaventures.com
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