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Mortgage Checklist

To assist you through the application process, below is a list of documentation that may be required when applying for a mortgage:

  1. Two of the most recent pay stubs for each borrower
  2. Most recent W2 for each borrower
  3. Self Employment:
    • Two years most recent personal tax returns with all pages and schedules
    • Two years most recent business tax returns with all pages and schedules, if applicable
  4. Bank statements for the most recent two months with all pages
  5. Investment account statements for the most recent two months or quarter, if applicable
  6. Mortgage statement (most recent), if applicable
  7. Home insurance policy information
  8. Home equity account information

 

Mary Spencer, Home Loan Consultant NMLS #436150
Univest Bank and Trust Co.
4390 Davisville Road, Hatboro, PA  19040
Office:  (215) 682-4115
Cell:  (267) 994-7638
Fax:  (267) 535-2470
spencerm@univest.net
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