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Mortgage Checklist

The following information is usually required during the mortgage loan application process:


  • Last two filed Federal 1040 tax returns (with all schedules attached)

    • All supporting income documentation to match the tax returns (W-2s, and K-1s)
    • If you are currently self-employed (1099 income, or own 25% or more of a corporation or partnership):
      • Last two years federal tax returns for the business (Forms 1120s or 1065)
      • Current year-to-date P&L Statement and Balance Sheet
    • Last two paystubs showing YTD totals for any wage-earning borrowers.
    • Contact name and number/email address for an HR or Payroll department representative to verify employment
    • Any Social Security, pension, disability, or VA benefit award letters, etc. (if applicable) 



    • Complete bank statements for the past two months. Please include all numbered pages, even if 'intentionally left blank’. (NOTE: Corporate/business accounts with business names on the statement cannot be used without proper documentation and verification from your CPA.)
      • Personal checking accounts
      • Personal savings accounts
      • Please identify which account will be used to fund the down payment
    • Investment account statements for the past two months, or the last quarterly statement



    • Your last mortgage statement for all properties currently owned
    • Home equity account statement (if applicable) for all properties owned
    • Home insurance policy information (Policy declarations page) for all properties owned
    • If currently also selling a home, we will need the Estimated Closing Statement from escrow for the property being sold  
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Contact Information
Jeff Schlesinger
Mortgage Banker | Direct Lender
Office: (818) 936-3899
Cell: (818) 522-4757
Email: Send Email
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Jeff Schlesinger, Mortgage Banker | Direct Lender NMLS #316097
Priority Financial Network
5016 N. Parkway Calabasas, Suite 200, Calabasas, CA  91302
Office:  (818) 936-3899
Cell:  (818) 522-4757
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