What To Expect When Financing - Other Documentation
 
Other Documentation

There may be other documentation that we will be required to close your loan. Some common additional documents are below - please discuss with your mortgage consultant to determine if these requirements apply to you and your loan scenario.
Residential Documentation:

  • Residential history covering a complete 2 year time period. Depending on whether you owned or rented your previous residence(s) you may be required to provide the following:

    • (Rent) Landlord name and telephone number.
    • (Rent) Cancelled checks documenting rent payment (check with mortgage consultant on how far back you will need to verify).
    • (Own) Current mortgage coupon/statement if property still retained.
    • (Own) Settlement Statement or HUD1 if property sold or recently refinanced.

Transaction Specific Documentation:

  • Purchase:

    • Copy of purchase contract.
    • Cancelled check verifying receipt of earnest money by escrow.
    • Gift letter (if gift of equity applicabe).

  • Refinance:

    • Mortgage Coupon/Statement from current lender or name and loan number.
    • Recent statements for any non-mortgage debt that will be paid off in the closing of the loan.


Personal & Credit Documentation:

  • Copy of photo IDs and social security cards for all applicants. - or - Copy of Permanent Resident Alien Card.


  • If applicable:

    • Bankruptcy Papers
    • Divorce Decree