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Mortgage Checklist

The following information is usually required during the loan process:

  • Your driver license or government id
  • Copy of signed purchase agreement
  • Copy of earnest deposit on new home
  • Two recent pay stubs or, if self employed, your tax returns for the past two years
  • Last two years of W2  or tax returns 
  • Bank statements for the past two months showing assets to close on loan
  • Investment account statements for the past two month showing assets to close on loan
  • Retirement account statements for the past two month showing assets to close on loan
  • If selling primary residence, copy closing disclosure and sales agreeement showing proceed of sale of home
True Value Financial, LLC
P.O. BOX 604, Bear, DE  19701
Direct:  (302) 273-1500
jimb@truvalue1.com
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