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Mortgage Checklist

The following information is usually required during the loan process:

  • Your Social Security number
  • Current pay stubs or, if self employed, your tax returns for the past two years
  • Bank statements for the past two months
  • Investment and/or Retirement account account statements for the past two months

Item Information

              Items to bring

Names and addesses of all employer(s) last 2 years

  • 1 months current paystubs
  • Last 2 years W-2s
  • If self-employed bring last 2 years of tax returns

Home address(es) of applicant(s) last 2 years

 

  • Names and addresses of landlord(s), if applicable

Information on home being purchased (or refinanced)

  • Copy of sales contract on new home
  • Survey (if available)
  • Seller's Disclosure

If purchasers have another house to sell (Which is to be or has been sold)

  • Copy of sales contract on that home
  • Estimate of net proceeds from that sale
  • If property has settled, copy of settlement sheet
  • Copy of Mortgage Bill
  • Copy of Declarations of Insurance

Checking, savings, credit union accounts

  • Name of Institution, address, account number
  • Last 2 bank statements (settlements)

Description of other assets and estimate of worth

  • Stocks, bonds, 401k, mutual funds.
  • Other real or personal property

If income other than salary is used to qualify

  • Current leases on investment properties
  • Evidence of retirement pay (award letter)

For Goverment loans

  • Copy of original Social Security card
  • Copy of photo ID

For VA loans

 

 

 

If you currently own Real Estate:

 

  • DD214 for Veteran
  • Transfer orders (and off-base housing letter, if not in military District of Washington)
  • Recent leave and earnings statement
  • Certificate of eligibility
  • Statement of service

  • Mortgage account information
  • Home insurance policy information
  • Home equity account information (if applicable)

 

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Impac Mortgage - Pacific Northwest
5885 SW Meadows Rd. Ste. 600, Lake Oswego, OR 97035
Office: (503) 597-2660
Toll Free: (855) 434-6722
Tami.Bergeson@impaccompanies.com

Impac Mortgage - Southwest
19500 Jamboree Road , Irvine, CA 92612
Toll Free: (888) 681-7980
Evan.Weiss@impaccompanies.com

Copyright © 2012 Excel Mortgage Servicing Inc., DBA Impac Mortgage. NMLS# 128231. Registered trade/service marks are the property of Excel Mortgage Servicing Inc. All illustrations and designs are the property of Excel Mortgage Servicing Inc., and/or its affiliates. Rates, fees and programs are subject to change without notice.
Other restrictions may apply.

Licensed by the Department of Corporations under the California Residential Mortgage Lending Act License #4131083. NMLS Consumer Access www.nmlsconsumeraccess.org

Licensed by the Washington Department of Finance Institutions CLA#128231
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