NMLS #7147

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 Loan Application Data Checklist 

 Loan Application Data Checklist 
December 1, 2017 sdcdesign
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Loan Application Data Checklist

The following is a checklist of data necessary to complete your loan application.
Please be as complete as possible. Some items may not be applicable to your situation.


  • Copy of your photo ID including a driver’s license or passport
  • Copy of your Social Security Card or Medical ID
  • Copy of your last two tax returns form 1040 with all pages and schedules for each borrower.
  • Copy of most recent W2 and 1099 forms for each borrower.
  • Copy of current pay stubs for all borrowers for past 60 days.
  • Copy of Current Property Tax Bill for home.
  • Copy of Current Utility Bill
  • Copy of the insurance declaration page for the subject property.
  • Copy of the current mortgage payment coupon.
  • Copy of bank and brokerage statements all pages for past 2 months all accounts.
  • Copy of Award letter from Social Security or other retirement income.
  • Copy of signed purchase contract with all counter offers (not required for refinance loans)
  • Copy of Final HUD1 statement on sale of any property within the last 12 months


Special Situations for items if applicable

  • For VA we need Certificate of Eligibility. Click here for VA COE Link 
  • Bankruptcy discharge documents
  • Divorce judgment detailing spouse and child support
  • Copies of last 12 checks for payments of co-signed loans or debts.
  • Copy of rental agreements, property tax and insurance bill for income property owned
  • Business license or web site for self employed
  • Copy or Certification of Family Trust if Title will be held in Trust
  • Name, address, phone and email for landlord.
  • https://www.ebenefits.va.gov/ebenefits/about/feature?feature=cert-of-eligibility-home-loan


As always, feel free to contact me with any questions or comments.


Branch Manager Corporate Lending

1603 Copenhagen Drive, Suite 6

Solvang, CA 93463