Loan Checklist

✔️ A Handy Little Checklist

☑️ Valid photo identification.

☑️ Bank/asset statements for the last 2 months on all checking, savings, stock, mutual fumds, IRA, or other liquid assets you would like on your loan application.

☑️ Pay stubs for the last 30 days.

☑️ W-2 forms for the past 2 years for all jobs.

☑️2 years of personal tax returns. If self-employed or you own more than 25% of a business, copies of business tax returns for the past 2 years, including all schedules. Provide all K-1's to prove

ownership interest in any entity.

☑️ Mortgage statements and insurance for all properties owned.

☑️ Homeowner's insurance contact info.

☑️ Certificate of Eligibility and DD-214 or Statement of Service, if applying for a VA loan.

☑️ Bankruptcy or property short-sale/foreclosure information.

☑️ A copy of the settlement statement if you sold property in the last 3 months.

☑️ Child support information, copy of divorce decree and/or separation agreement, if applicable.

☑️ Resident alien card, front and back if applicable.

✔️ Refinance Checklist

☑️ Current mortgage statement for property you want to refinance.

☑️ Current second mortgage or equity line statement for property you want to refinance.

☑️ Estimated value of your home.

☑️ Recent annual homeowner's insurance policy statement for the property you want to refinance.

Pursuant to federal law, a lender shall not require a borrower to provide such documentation prior to issuing a Loan Estimate. However, you may voluntarily provide documentation to us for consideration. Your loan officer can provide you with a list of documents that are helpful to a lender when pre-qualifying a borrower.

Contact

Armando Novelo

NMLS 237243

Super Mortgage Bros

1900 W. Garvey Ave S. #100

West Covina, CA 91790

Phone: (626) 200-1838

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