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505life LOAN APPLICATION CHECKLIST!

Be prepared! The items below may be necessary to process your loan. Please ask you mortgage lender which ones they need specifically for you. Additional information may be requested. The below list can help you prepare.

Two (2) years w-2 statements from all employers

Most recent Social Seurity Benefit Letter and copy of original award letter

Three (3) recent, consecutive pay stubs to cover a 20 day period

Two (2) years 1099 forms

Two (2) years personal tax returns including all schedules

Two (2) corporate tax returns including all schedules

Current business or corporate P & L and Balance Sheet

Two (2) years K-1's

Two (2) verification twelve (12) monts mortgage/rent payments

Three (3) recent consecutive bank statements on all bank accounts

Three (3) recent consecutive IRA/401k statements/mutual fund/stock broker statement

Copy of Divorce Decree (marital settlement & final recorded copy)

Bankruptcy FILING AND DISCHARGE papers and letter explaining reason for bankruptcy.

Original VA Certificate of Eligibility and copy of DD214 or statement of service, if active.

Gift letter, copy of canceled check, copy of deposti slip showing proof of deposit. If gift paid by cashiers check or money order, bank statement showing funds available in donor account.

Purchase Agreement, FULLY executed (ask me, your Realtor)

REFINANCE / ALSO BRING

Copy of closing statment or settlement statement or HUD 1

Copy of Note, Mortgage or Real Estate Contract, Title policy and Hazard insurance policy

If you have additional questions regarding your mortgage, how to begin, and what steps to take, contact Tom Gellhausen or Christopher Frost and let them know I sent you!

Tom Gellhausen
Loan Specialist
Ameriplex Mortgage
Office: 275-3040 ext:31
Cell: 450-2003
Email: tom@ameriplex-mortgage.com
Christopher Frost
Vice President
Frost Mortgage Banking Group
Office: 296-7700 ext: 2
Cell: 550-3912
Email:   christopherfrost@frostmortgage.com