Texas Cash Back Real Estate
Jill Aylwin - Real Estate Broker, Realtor, MBA
Ph: (281) 334-CASH
Loan Interview Materials Checklist
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The following checklist will facilitate your mortgage loan interview. The checklist includes most of the information that you and any co-borrower will need to supply. However, some lenders have slightly different requirements, so you may want to contact your lender before the interview to ensure you bring the correct types of information.
In preparation for your loan interview, review the information below. We suggest you print this worksheet, then check off each item after you've gathered the required data.
Social Security Number/Date of Birth
Most recent pay stub that shows year-to-date earnings.
W-2 Tax Forms
Original copies sent to you by the Internal Revenue Service for the past two years.
Names, addresses, and telephone numbers of employers for the past two years
Account numbers and current balances of checking, savings, and any other accounts.
Individual Retirement Accounts (IRAs), CDs, stocks, bonds, etc.
Value of property that can include life insurance, retirement accounts, cars, etc.
Auto loans, student loans, credit cards, and other installment debt -- provide name and address of each creditor and the monthly payment and total amount due.
Current and Previous Addresses
If you own a home: Bring the property address, current market value, mortgage lender name, account number, current monthly mortgage payment, and outstanding mortgage balance.
If you're renting: Bring the property address, name and address of the landlord, current monthly rent, and previous address/landlords if you've lived in your current address for less than two years.
Agreement to Purchase
A signed copy and any amendments, a copy of the listing form for the property, the legal description of the property, and receipts for or down payment deposits.
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