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Mortgage Checklist

The following information is usually required during the loan process:

  • Your Social Security Number
  • Most Recrent 30 days of pay stubs, W-2s for the most recent 2 years
  • Federal tax returns for the most recent two years, all pages, personal & business
  • Bank statements & investment accounts for the past two months
  • Retirement account statements for the past two months
  • Make and model of vehicles you own and their resale value
  • Credit card account information, Auto loan account information
  • Personal loan account information
  • Child support or alimony being paid or recieved = provide divorce decree, separation agreement / support orders.
  • If there have been past credit issues, such as bankruptcy, foreclosure, or short sale - provide documentation for whatever applies.

If you currently own Real Estate:

Mortgage account information for all properties owned

  • Mortgage loan account information
  • Home insurance policy information for all properties owned
  • Home equity or 2nd mortgage account information (if applicable)

If you are a veteran and wanting a VA loan please provide your DD214.


Denise Wing, Certified Mortgage Lender, CO License #100007843 NMLS #239685
MAIL ONLY: 1955 S Lake Rd , Lakewood, CO  80227
Direct:  (303) 987-0622
Cell:  (303) 902-0082
Fax:  (303) 312-1017
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