Mortgage Document Checklist | Mortgage Loans Colorado

Amax Lending | Mortgage Loans   ‪(970) 445-4977

Required Mortgage Loan Document List | Mortgage Loans Colorado

• 2 Yr employment history with work address& phone #

• 2 Yr residence history

• Refinance section on page 1

• Home phone number

• Verify borrowers name & address are correctly spelled

• Verify Date of Birth and Social Security #

• Most recent 30 days of consecutive paystubs

• SSA Awards Letter and/or Pension Statement (if applicable)

• W2s and/or 1099s for that most recent last 2 year

• Tax Returns for the most recent last 2 years

• Corporate Returns and K1s (if applicable)

• Explanation for job gaps
  

• 2 full months of bank statements | Current Retirement Statement ALL pages

• Note - For Existing Mortgages

  • Covering 60 days of history

  • Must have ALL pages (even if blank)

  • Must reference borrower name, bank name, account number
    

  • Explanation AND Documentation of any large deposits

• Mortgage Statements for All Mortgages

• Income Documentation For All Income Sources

• Asset Documentation for Bank, Retirement, Investment Accounts

• For all mortgage liabilities, provide Tax, Insurance and Mortgage Payment Statements

• Legible copy of driver’s licensef for Each Borrower

• Legible proof of Social Security number for Each Borrower

• Copy of current Homeowners Insurance (or agent name/number/premium)

• Payment information for appraisal order - Credit Card Authorization Form