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

"Thank you so much for the lovely welcome mat! It looks great outside of our new home. It was an absolute pleasure to work with you. We truly appreciated your knowledge, professionalism and approachanility as you simplified a process that is often, for those of us outside the industry, rather confusing. We would gladly recommend you to anyone looking for mortgage services."

-M & S, Albany

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

518.982.0480 | Office
518.982.0483 | Fax

NMLS# 872824