VP of Mortgage Lending
NMLS# 308143| Company NMLS # 2611
Email: [email protected]
WHAT TO BRING TO YOUR LOAN INTERVIEW
There are a number of items the loan officer will need to successfully close your loan. This information will also help determine how much you will qualify for. Not all of the following items will apply to everyone.
Be sure to print this page as a checklist for reference.
- Loan Application (online or written)
- Most recent pay check stubs
- Last 2 years W-2’s (or 1099’s)
- Last 2 years Personal Tax Returns Only if Self-employed
- Last three (3) months bank statements for all checking and savings accounts
- Most recent statement showing number and market value of all securities held. (Stock, Bonds, 401K…)