Loan Application Checklist are you Ready to Buy a Home?

Getting read to buy a home. You need to pre-qualify.  You will want to make sure you are looking at homes in the right price range.  Most buyers look online before contacting an agent.  Part of that pre-qualifying  process is having all the documentation ready for a loan application. Make copies do not give them your only copies of documents and letters! Keep the originals in a safe place, scan and save them.  Keep hard copies available in case of mishaps. Below is a Loan Application Checklist. If you are pressed for time you can apply on line. A word of advice would be to  talk to someone with the loan company before you apply online. I am suggesting that you make sure the loan officer is accessible.

Application Checklist:


Employment/Source of Income

  • Name, address and W-2 forms for all employers for the past two years
  • Most recent pay stub
Self Employed Borrower
  • Two years signed tax returns with all attachments(individual, corporate, and Partnership)
Asset Verification
  • Two most recent bank statements for all checking, savings, retirement, and investment accounts
  • Closing statements on sale of your home if recent
Liabilities/Debt
  • Provide: 1) account number 2)monthly payments 3)appropriate balance for all debts such as credit cards, autos, real estate loans, unsecured signature loans, credit union loans, student loans
Miscellaneous Letters/Documents
  • Copy of drivers License
  • Bankruptcy papers and Discharged
  • Divorce Decree
  • Copy of  Trust
  • Deposit for Credit report may be required

Checklist compliments of Dave Wing at Veritas Funding

Once you have all of your documentation in order you can have peace of mind knowing that the loan officer will give you accurate information based on what you can really afford based on your income and debt structure.

Teresa Larson Village Real Estate, Murray UT
20+ years real estate experience
(801)750-5446

 

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About Teresa Larson

Over 20 years real estate experience in the greater Salt Lake City, Utah area. Licensed as an Associate Real Estate Broker in Utah since 2006. Attended ERA Real Estate Top Gun Academy, Certified New Home Specialist. Numerous years of various real estate continuing education. Associates Degree in Business from Salt Lake Community College 2014, Certificate of Proficiency in Web and Graphic Design from Salt Lake Community College 2013. Served the community for 16 years. (1984-2000) as PTA President at Arcadia Elementary, PTA President at Bonneville Junior High, PTA board member for 8 years at Oquirrh Hills, Arcadia Elementary and Bonneville Junior High. Room mother for 12 years! Graduated from Clearfield High School. Currently working at Village Real Estate in Murray, Utah. servicing the greater Salt Lake City, Utah area. Focusing on Salt Lake and Davis counties.