Mortgage Checklist

The following information is usually required during the loan process:

General:

  • Copy of Driver's Licenses
  • Copy of Social Security Card

Income Documentation: 

  • Paystubs – Last two (or equaling one month)
  • W-2s / 1099s – Last two years
  • Tax Returns – Last two years, Personal, Partnership(s) and Business as applicable

Asset Documentation:

  • Checking / Saving Accounts last two months Statements (ALL pages)
  • Retirement Accounts last two months Statements (ALL pages)
  • Investment Accounts last two months Statements (ALL pages) 

If you currently own real estate: 

  • Recent mortgage coupon/statement for ALL mortgages
  • Insurance agent contact information for homeowners insurance policy

We very much look forward to talking with you and helping you with your mortgage needs

Waterstone Mortgage Corp. – At the Mortgage Place
5583 N. Glenwood, Garden City, ID  83714
Office:  (208) 472-8877
gardencityinfo@waterstonemortgage.com
Copyright © 2010 Waterstone Mortgage Corp.
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