What we will need after you are under contract regarding your new home purchase or if you are refinancing your existing mortgage.
Once you have an accepted contract on your new home and are ready to finalize your purchase, please use the following checklist for items needed to complete your transaction. There may be additional information needed later, but this is a great start!
Checklist of Items needed for your loan:
(1) Last two years W-2’s (disregard if self-employed) – copies are okay.
(2)Last two paystubs (disregard if self-employed) – copies are okay.
(3) Previous two month Checking & Savings account statements.
(4) A copy of your last two year's personal tax return with all pages.
(5) A copy of your driver’s license (and your co-borrower, if there is one!).
(6) A copy of your most recent 401k, money market, or retirement statement(s).
(7) If you are receiving a gift from a family member for the down payment we need a copy of the family members bank statement.
Should you have any questions, or need additional assistance just give us a call we are happy to help!
Mortgage of Texas & Financial LLC (c) 210.478.9846 (o) 210.858.2425 NEW (f) 210.568.4961 2161 NW Military Hwy, Ste. 114, San Antonio, TX 78213