the list of documents you need for a refinance loan

Home Purchase Loan Checklist

Purchase Documents Checklist

Documents needed for Purchase Loan.

– Purchase Agreement Earnest Money Deposit Receipt
– W-2 for the previous 2 years
– Paystubs covering 30 days period
– 2 most recent bank statements on all depository accounts
– Homeowners’ insurance information (agent’s name and phone number or Insurance Declarations page)
– Government issued photo identification (driver’s license, passport, etc.)

+ Self Employed Borrowers only:

– Business & personal tax returns for the previous 2 years
– Business Licenses covering a 2 year period
– Year-to-date profit and loss statement (P&L)

+ If Applicable:

– Final divorce decree
– Proof of child support receipt and continuance
– Full bankruptcy filing & discharge
– Trust documents
– Copy of a Green Card
– SSI Award Letters
– Pension Award and Continuance Letters

*Other documents may be required based upon unique situations

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What Clients Are Saying

Communicated things very well and had my back with the whole process! I never felt lost or wondering where everything was at. GreenStreet Mortgage is the way to go!

Shem Barlow

GreenStreet Mortgage is a great place to get a new mortgage or to refinance an existing loan. I’d highly recommend giving them a call. They are easy to work with and very professional.

David Rogers

It was great working with Greenstreet Mortgage! The process was fast and stress free. Ric did a great job clarifying any questions I had and made sure everything was very transparent for me. There weren’t any surprises at closing and I was able to sign everything confidently to start my new mortgage!

Brian Brimley

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