This is a preliminary checklist of items required to process your loan.
It is preferred that you please scan and upload into drop box secure folder assigned to you-
Otherwise you can or email to me at greg@cms-mortgage.com or e fax to 303-680-0055
| Required | Received | Items: |
| Two most recent pay stubs for all applicants – 30 days-if employed at all | ||
| SS year end Statements 1099 or W-2’s for past 2 years | ||
| Name, phone number, and fax number of the person who can do a written verification of employment | ||
| Bank Statements for the last two months – checking and savings. Be sure to include all pages. | ||
| Most recent statements on IRA’s, 401K’s, retirement and investment accounts | ||
| Copy of your most recent mortgage statements 1st and 2nd | ||
| Homeowner’s insurance company and agent phone number. | ||
| If you live in a Condo townhome or Home with Association please provide us Name, Phone Number email or website | ||
| If past Bankruptcy – All Schedules-(if applicable) | ||
| Phone # and name of person to verify employment | ||
| Copy of driver’s license | ||
| Simple 1 page Letter of explanation of any new loans or credit taken out in the last 120 days(see additional document form) | ||
| Copy of promissory note from your current 1st mortgage | ||
| Copy of last settlement and closing statement – HUD | ||
| Copy of your promissory note or loan details of your equity line of credit. Include rate, terms, and due date |