Mar 09, 2010
Penny Green

Contact Info:
Willow Bend Mortgage
Penny Green
Branch Manger
Phone: 512-524-2171
Toll-Free: 877-505-3253
Fax: 877-775-6803
Contact Us
Calculators

Loan Checklist

AS A PART OF YOUR LOAN APPROVAL, CERTAIN ITEMS WILL BE REQUIRED TO BE DOCUMENTED.  THE FOLLOWING IS THE MOST COMMON LIST OF ITEMS THAT ARE REQUESTED.  SOME PROGRAMS MAY REQUIRE MORE OF LESS DOCUMENTATION DEPENDING ON YOUR SPECIFIC SITUATION.
  • ORIGINAL W-2 FORMS FOR THE LAST TWO YEARS, FOR ALL APPLICANTS
  •  MOST RECENT  PAY STUB(S) COVERING THE LAST 30 DAYS, FOR ALL APPLICANTS
  • MOST RECENT BANK OR CREDIT UNION STATEMENTS FOR THE PAST 2 MONTHS (ALL PAGES)  
  • MUTUAL FUNDS 401K AND  IRA STATEMENTS (ALL PAGES)
  • FEDERAL TAX RETURNS FOR THE PREVIOUS 2 YEARS
    (IF SELF EMPLOYED OR RECEIVE COMMISSION INCOME)
  • COPY OF DRIVERS LICENSE FOR ALL APPLICANTS
  • PROOF OF RECEIPT OF CHILD SUPPORT PAYMENTS FOR THE LAST 12 MONTHS ( ONLY IF YOU INTEND TO USE THIS INCOME TO QUALIFY FOR YOUR MORTGAGE LOAN OR IF YOU ARE REQUIRED TO PAY CHILD SUPPORT)

  • COPY OF LEASE AGREEMENTS ON ALL RENTAL PROPERTIES

  • COMPLETE COPY OF BANKRUPTCY PAPERS INCLUDING DISCHARGE

  • REFINANCE - NAME AND PHONE NUMBER OF HOME OWNERS INSURANCE AGENT

  • REFINANCE - COPY OF YOUR PROPERTY SURVEY

  • REFINANCE - COPY OF YOUR MORTGAGE STATEMENT

  • NEW CONSTRUCTION - PLANS, SPECIFICATIONS AND BUILDER INFORMATION

  • VA - ORIGINAL CERTIFICATE OF ELIGIBILTY DD214   FHA/VA - SOCIAL SECURITY CARD FOR ALL APPLICANTS

 
Willow Bend Mortgage 13809 Research Blvd. 909, Austin, TX 78750