What to bring

Please bring the following information with you for your mortgage application interview:

Identification
Driver’s license or picture ID
Social security card
Employment History and Income
One month’s most current consecutive paystubs
W-2 and 1099 forms from the last two years
Federal Income Tax returns from the last two years. This includes all schedules and please sign page 2.
If self-employed, please include the last 2 years of business returns and K-1s.
Assets
Two month’s most recent consecutive bank statements for all checking and savings accounts. (E-statements are acceptable, but unfortunately lenders will not accept Internet printouts or snapshots)
Copy of latest retirement statement
House Info
Copy of fully executed sales contract if purchasing
Approximate value of current home if refinancing
Other Info
Contact info for landlord if currently renting
Certificate of Eligibility if VA

"I wanted to personally take a few minutes to thank you for everything. Thir process has been a long and stressful one, but I SO appreciate your time and patience with both of us. I learned a lot from you and will keep your number because I found you to be precise, honest, and fair. Your closing estimate numbers were on the money (no pun intended!) and the final mortgage payment was right on as well. We even got credited $100 at closing! What a great experience with you and thank you! I will recommend your services, PERIOD!"

-LC, Albany 

646 Plank Road, Suite 102 Clifton Park, New York 12065

518.982.0480 | Office
518.982.0483 | Fax

NMLS# 872824