• 805-419-3319

Mortgage Document Checklist

Checklist for Non-QM and Commercial Mortgages

MORTGAGE CHECKLIST

APPLICATION ITEMS

  • Copy of DL and SS Cards - All Borrower's
  • Address history last 2 years?
  • How long at current address?
  • Rent or own currently?
  • If renting, current rent paid/month?
  • Employment history last 2 years?
  • If self employed, name of company owned?
  • Current job title?
  • How long in current job title?
  • Phone: Home, Cell, Work?
  • Married or Unmarried?
  • How many dependents and their ages?
  • Insurance DEC page - All properties owned
  • Current mortgage statement - All properties owned
  • Lease Agreements - All properties owned
  • Purchase agreement (if purchase loan)
  • Credit authorization - Download Here

EMAIL ITEMS TO:
LOANS@MORTGAGEWHOLESALE.COM

ADDITIONAL ITEMS

BANK STATEMENT PROGRAMS

Qualify Using Personal or Business Accounts

  • 12-24 Months current bank statements
  • 1 Month Personal bank statements
  • Copy of Business License

STATED INCOME PROGRAMS

  • Rent roll all properties owned
  • LLC or Corp Documents

TAX RETURN PROGRAMS

  • Pay-stubs covering 30 day period
  • Tax Returns last 2 years (1040's)
  • W-2's last 2 years

EMAIL ITEMS TO:
LOANS@MORTGAGEWHOLESALE.COM

Check Rates On Your Scenario
  • 133 E. De La Guerra St. #59
    Santa Barbara, CA 93101
  • BOR: Lininger Mortgage
    DRE: 01902519 | NMLS: 812701
  • loans@mortgagewholesale.com
  • 805-419-3319
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