Mortgage in Tulsa | Oklahoma Mortgage | Tulsa Mortgage

Each loan program requires varying amounts of documentation to support your income & assets. The loan program you select may require more or less documentation. Below you will find a list of generic items required on most loans. Please contact us for a free, no-obligation consultation. 

 

• Past (2) years W-2 Statements & Tax Returns with ALL Schedules
• Pay Stubs covering the last (60) Sixty days
• Last 2 Months Verification of any other verifiable Income (2nd Job, Dividend, Child Support or Alimony, Disability, SSI or any other type of income)
• Two most recent monthly bank statements "All Pages Front & Back"
• Most recent Statement for any of the following accounts: 401K, IRA, Mutual Fund Accounts, Stocks, Cd's, Annuities etc.
• Copy of the purchase and sale agreement if Applicable 
• For FHA to FHA Refinance...a copy of the Note & Mortgage "Both Documents should be located in your previous closed loan packet"
• Contact Info for Current Home Owners Insurance Agent 
• Copy of Drivers License "Required to Verify Borrower(s) Identity"
• Copy of Social Security Card "Required to Verify Borrower(s) Identity"

 

Self Employed Borrowers, Employed in Sales, Paid by Commission, or Owns Rental Real Estate:

• Most Recent (2) years Personal & Business Tax Returns - Including All Schedules
• Year-to-Date Profit and Loss statement and balance sheet