Mortgage Checklist

The following documentation is usually required during the loan process for all borrowers, each transaction is different and in some cases we may need more or less information please discuss this with your loan consultant after completing the loan application:

 

  • Most recent 30 days pay stubs and past two years W2's
  • If Self Employed your Past two years personal and business tax returns (all pages and schedules)
  • Two Months most recent bank statements for all checking/savings accounts (all pages) 
  • Two Months most recent investment or retirement account statements (all pages)  
  • If this is a refinance we will need a copy of your current Note on your current mortgage
  • If this is a purchase we will need a copy of the purchase contract and contact information of your real estate agent and the title company that the seller will be using
  • We will need the contac information of your Homeowners Insurance agent

 

Alpine Financial Group, Inc.
238 WALNUT STREET, Suite 200, FT COLLINS, CO  80524
Direct:  (970) 472-6066
info@alpinefinancial.net
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