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Abstract Building

Loan Application Checklist

In general, the documentation you will need includes:

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

Income & Assets

For the past two years:

W-2s

Statements for each bank, mutual fund, and/or investment account for the last three months.

Estimated value of personal property and furniture.

If you have made any large deposits to your accounts:

If large deposit was a gift:

Copy of gift check.

Copy of deposit receipt.

If you own more than 25% of a business:

If self-employed:

If you own rental property:

If you are retired:

If you receive Social Security:

If you are counting child support as income:

Debts

VA Loans

Miscellaneous

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