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Mortgage Checklist

Document Checklist for Purchases and Refinances

The following information is USUALLY required during the loan process:

Every Loan will most likely need:

  • Copy of your Drivers License 
  • Copy of your Social Security Card
  • Paystubs (Last 30 days worth)
  • 2008 and 2009 W2s
  • 2008 and 2009 Federal Tax Returns (Personal)
  • 2008 and 2009 Business Tax Returns (if applicable)
  • Bank statements- Last 2 Months (All pages)
  • Investment account statements- Last 2 Months (All pages)
  • Retirement account statements- Last 2 Months (All pages) 

Refinance Transactions:

  • Mortgage Statements (For all mortgages and Lines of Credit)
  • Home Insurance Declarations Page (Showing Coverage and Policy Dates)

Purchase Transactions:

  • Purchase Contract
  • Realtor Contact Information
  • Attorney Contact Information
  • Current Landlord Contact Information (if applicable)

The above listed items will cover at least 90% of what an underwriter needs to approve a loan application.  Help expedite your loan closing date by gathering as many of these items upfront.

Thank you,

MDE Home Loans, LLC Processing Team

MDE Home Loans, LLC
766 Shrewsbury Ave, East Bldg Suite 204, Tinton Falls, NJ  07724
Direct:  (732) 820-8140
Toll Free:  (800) 424-1250
info@mdehl.com
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Correspondent Residential Mortgage Lender
New Jersey Department of Banking and Insurance
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