All checklists Keyword: LIST
Exactly what the lender is going to ask you for
The lender’s whole folder. Put it together once and the process stops stalling out.
Money · 13 points
Who it’s for
You’re applying for a mortgage in the next few months.
What’s on the list
- 1
Valid photo ID. And if it applies to you, passport plus proof of your immigration status or visa.
- 2
Social Security number or ITIN, depending on the loan program. The ITIN comes from the IRS and it takes a while, so start early.
IRS — Individual Taxpayer Identification Number (ITIN) - 3
Complete tax returns for the last two years. Every schedule, nothing missing.
10 more points to go
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This checklist is general educational information for South Florida and is not legal, tax, insurance or financial advice. Official figures are printed with their source; always verify them for your own situation with your attorney, accountant and lender. Jordan Padierne, Realtor — eXp Realty.
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