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Mortgage Checklist

 

The following information is required during the loan process:

Purchase Mortgage Checklist

  • Two Year Tax Returns complete with W2's and/or 10-99's
  • Most Current Pay Stubs (covering one month)
  • Bank statements for the past two months (all pages)
  • Investment account statements for the past two months (all pages, if applicable)
  • Copy of Driver’s License & Social Security Card
  • Additionally, If you currently own Real Estate:
  • Most recent mortgage statement (1st and 2nd if applies)
  • Home insurance policy declaration page
  • Most recent property tax bill


Refinance Mortgage Checklist

  • Two Year Tax Returns complete with W2's and/or 10-99's
  • Most Current Pay Stubs (covering one month)
  • Bank statements for the past two months (all pages)
  • Investment account statements for the past two months (all pages, if applicable)
  • Copy of Driver’s License & Social Security Card
  • Most recent Mortgage Statement (1st and 2nd if applies)
  • Copy of current NOTE (all 3 pages)
  • Home Insurance policy declaration page
  • Most recent property tax bill
Catalyst Lending, Inc. NMLS #18812 CO-Regulated by the Division of Real Estate
6530 S Yosemite Street, Suite 310, Greenwood Village, CO  80111
Direct:  (303) 843-4540
superadmin@catalystlending.net
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