What to bring

We can meet with you or you can apply electronically. Please bring or upload 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-2s 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

Good morning!  Having a home with space is wonderful!  The kids and I are so happy and feeling much more comfortable and at ease.  We spent 2 days straight moving then began unpacking Saturday night.  After church yesterday we organized and unpacked some more and last night was cleaning.  We were able to begin our Monday morning routine with easy and comfort - I can't begin to express how truly grateful we are.  We are feeling blessed and know without a doubt that God's hand was with us from the beginning.  

Thank you so much for all you did.  You were an anchor for me and without your direction through this process I would have been lost. 

Sincerely, Julie, Clifton Park

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

518.982.0480 | Office
518.982.0483 | Fax

NMLS# 872824