DOCUMENTATION NEEDED TO PURCHASE /REFINANCE YOUR MORTGAGE
FINANCIAL INFORMATION:
- Employment Pay Stubs (Copy of most recent full month.)
- W-2s for last two years.
- Saving & Checking Account Statements (Last two months.)
- Investment Accounts (Most recent statement - Stocks, Bonds, Mutual Funds, Retirement Accounts)
LEGAL DOCUMENTATION:
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- Sales Contract, or for refinance - Deed or Deed of Trust & Note - Title Insurance Company - Survey - Appraisal - Homeowners Insurance Statement - Homeowners Association Contact - Mortgage Statement
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(Copy - Schedules A & B) (Copy - most recent) (Copy - most recent) (Need agents name and phone number.) (Name address and current phone number.) (Year end or current month statement.) |
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IF DIVORCED:
- Copy - divorce decree - Copy - child support /alimony
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MULTIPLE PROPERTY OWNERS:
- Copy - all mortgage information - Copy - updated leases/rent roll
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SELF EMPLOYED: - Copy - last two years signed current personal and corporate tax returns - Copy - current YTD P & L statement
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FUNDS NEEDED: - $350 Appraisal/Credit Report
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JF BUSINESS, FUNDING AND FINANCE
12415 Rochester Drive • Fairfax, Virginia 22030-6347 • (703) 631-2300 Fax: (703) 818-1918