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Mortgage Document Checklist

The following items should be gathered and submitted with your application:

  • Copy of two most recent earning statements, including year-to-date earning totals for each applicant.
  • If current employer/income source is different than last year's, a copy of last year's W-2 wage and tax statement(s).
  • If self-employed, a copy of your two most recent tax returns.
  • Verification of all account balances not with Bank of Advance.
  • A copy of your most recent paid annual Real Estate Tax Receipt for all properties proposed as collateral.
  • If currently residing in the residence, a copy of your home owner's insurance policy including agent's name, annual premium amount, and annual renewal date.
  • Completed and signed real estate application that can be picked up at any Bank of Advance location or mailed to you upon request.
  • Any other information that might be helpful in reaching a loan decision.