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Mortgage Checklist




One month’s most recent consecutive paystubs showing YTD earnings for all borrowers.

Last two year’s W-2’s for all borrowers.

Last two year’s complete Federal Tax returns together with all Schedules for all borrowers and, if applicable, please include Business/Corporate tax returns along with related K-1's.

Two month’s complete bank statements for all borrowers including all pages (even blank pages) from the account that you will be writing the check from for funds needed at closing (refer to page 3 of mortgage application).  All large deposit unrelated to payroll must be explained and sourced.

Copies of most recent mortgage statement(s) for all properties owned.

Copies of most recent tax bill(s) for all properties owned.

Copies of homeowner’s insurance declaration page(s) for all properties owned.

Copies of driver’s licenses.




Premiere Mortgage Services, Inc.
11 Malvern Hill Road, Sterling, MA  01564
Office:  (978) 422-2311
Cell:  (978) 501-0426
Fax:  (978) 293-9000
Copyright © 2022

Robin Dunbar Bain NMLS #18699

Massachusetts License Number Broker MB1498

Licensed by the State of New Hampshire Banking Department- License Number 5430-MBR Premiere Mortgage Services Inc. NMLS #1498 is a licensed broker and not a lender. We arrange but do not make loans.

"For all your home financing needs"

Purchase Mortgages - Refinance Mortgages at Great Low Rates

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