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Mortgage Checklist


The following information is typically required during the loan process:

  • Current pay stubs dated within 30 days of application
  • Two Years recent tax returns (both personal and business-if applicable)
  • Two Years W-2's, Awards letters, or other income related tax forms
  • Bank statements for the past two months
  • Explanation of any credit inquiries for new accounts you may have applied for
  • Investment account statements for the past two months
  • Any applicable legal documents such as divorce decree and/or parenting plan
  • Homeowners Insurance Agent Information 

If you currently own Real Estate:

  • Current Mortgage account statement (any/all properties owned)
  • Current lease agreements
  • Current Declaration page for homeowners coverage on all properties owned
  • Home equity account information (if applicable)
1500 W. FOURTH AVE, SPOKANE, WA  99220
Toll Free:  (800) 676-4562
Office:  (509) 455-HOME
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