mortgages

The Pacific One Checklists

Purchase - Documents Checklist
> Download a printable file here

  • Latest 2 Years of W2 and Tax Returns
  • Purchase contract (if available)
  • Most recent 2 consecutive Checking and Savings statement (ALL pages)
  • Most recent 2 consecutive Pay-stubs on ALL jobs
  • Bring your Driver's License or ID
  • Bring your Green card if not US Citizen
  • Most recent 401k statement period (if any - ALL pages)

Refinance - Documents Checklist
> Download a printable file here
  • Latest 2 Years of W2 and Tax Returns
  • Most recent 2 consecutive Pay-stubs
  • Most recent Mortgage statement
  • Most recent 2 consecutive Checking and Savings statement (ALL pages)
  • Bring your Driver's License or ID
  • Bring your Green card if not US Citizen
  • HOI policy (Homeowner's Insurance declaration page)
  • Homeowners Association name and number (If Condo or TH)
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