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Required Documents

While applying for a mortgage may require you to submit many documents,  don't be overwhelmed! Start with the checklist for required documents we've provided below:

  • One month of updated paystubs
  • Last 2 years of W-2’s. Most loans will also require last 2 years of federal tax returns
    • Self-employed borrowers:
      • Last 2 years of completed, executed federal tax returns and business returns with all schedules
      • Profit & Loss statement for the most recent month
  • Asset statements (one month – all pages). Any large deposits to be identified and explained
  • Purchase & sales agreement
  • Deposit/down-payment checks
  • If gift funds are being given – an executed gift letter supporting donor information (Letter will be provided by lender)

Additional documents may apply depending on borrower situation. Please contact your mortgage officer for more information.

For more information, please contact:

Rick Capobianco
Vice President – Residential Lending
Phone: 781-290-7157
Email: Rick.capobianco@belmontsavings.com
NMLS #39923

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