Mortgage Checklist

First Preferred Mortgage Company works to make the mortgage process as simple as possible for you. It is helpful if you provide our lending specialists with a complete set of financial documents and information that can help them process your application.

When applying for a mortgage, you will need to submit the following:

• Your Social Security number.
• Paycheck stubs for the last 30 days.
• W-2 forms and personal tax returns for the past two years.
• Complete bank statements for the past month.
• Complete asset and investment account statement for the past month.
• Most recent retirement account statements.
• Information about any bankruptcies, judgments or liens against you.
• Documentation of divorce or child support payments.
• Your address(es) for the last 2 years.
• Landlord contact information.

If you currently own real estate, you will need

• Mortgage account information.
• Home insurance policy information.
• Home equity account information (if applicable).

If you are purchasing a planned-unit development, condominium or Co-op, you will need:

• Name of the development or project.
• Phone number of the homeowner's association.

Bylaws and recent financial statements for the homeowner's association.