(505) 836-5700

Give Us A Call

(505) 836-5700

click to call

Loan Checklists

Please SIGN and DATE Application and Disclosures.

 Send back with the following list of items:

Refinance Needs List:

 If Applies

 ITEM                                             

 

2015 2014    W-2’s

 

2 Months most recent Pay Stubs

 

2 Months most recent Bank Statements

 

Copy Mortgage Statement(s)  1st and 2nd if applicable)

FOLDER

All these items are in the last mortgage file you received from the title company

Copy of:

NOTE

MORTGAGE (or Deed of Trust)

SURVEY

(All of these items will be in your closing package from the title company from your last mortgage).

 

Home Owners Insurance declarations page 

 

Copy of driver's license- 

Copy of Social Security Cards (if available)

 

2015, 2014 Full Tax returns

 

If receiving Pension or Social Security Income:

-Last 2 Years 1099’s

-Current Year Benefit Award

-Pension Award Letter

NOTE:

Before we can submit your loan, we MUST receive 100% of the items listed on this sheet that apply to you.

FHA Streamline Needs List:

 If Applies

 ITEM

 

Bank Statements -  2 Months most recent  (all pages )

 

 Copy Mortgage Statement

FOLDER

All these items are in the last mortgage file you received from the title company

Copy of:

NOTE

MORTGAGE (or Deed of Trust)

SURVEY

(All of these items will be in your closing package from the title company from your last mortgage).

 

Home Owners Insurance declarations page

 

 Copy of driver's license- 

Copy of Social Security Cards (if available)

NOTE:

Before we can submit your loan, we MUST receive 100% of the items listed on this sheet that apply to you.

FHA Refinance Needs List: 

If Applies

 ITEM

 

2015 2014    W-2’s

 

2 Months most recent Pay Stubs

 

2 Months most recent Bank Statements

 

Copy Mortgage Statement(s)  1st and 2nd if applicable)

FOLDER

All these items are in the last mortgage file you received from the title company

Copy of:

NOTE

MORTGAGE (or Deed of Trust)

SURVEY

(All of these items will be in your closing package from the title company from your last mortgage).

 

 Home Owners Insurance declarations page 

 

Copy of driver's license- 

Copy of Social Security Cards (if available)

 

2015, 2014 Full Tax returns

 

If receiving Pension or Social Security Income:

-Last 2 Years 1099’s

-Current Year Benefit Award

-Pension Award Letter

NOTE:

Before we can submit your loan, we MUST receive 100% of the items listed on this sheet that apply to you.

Purchase Needs List:

 If Applies

 ITEM

 

2015 2014    W-2’s

 

2 Months most recent Pay Stubs

 

2 Months most recent Bank Statements

 

Copy of Fully Executed Purchase Agreement

 

2015, 2014 Full Tax returns

 

Home Owners Insurance Agent contact Info. 

 

Copy of driver's license- 

Copy of Social Security Cards (if available)

 

If receiving Pension or Social Security Income:

-Last 2 Years 1099’s

-Current Year Benefit Award

-Pension Award Letter

NOTE:

Before we can submit your loan, we MUST receive 100% of the items listed on this sheet that apply to you.

VA Refinance Needs List

 If Applies

ITEM                                             

 

2015 2014    W-2’s 

 

2 Months most recent Pay Stubs 

 

2 Months most recent Bank Statements 

 

Copy Mortgage Statement(s)  1st and 2nd if applicable)

FOLDER

All these items are in the last mortgage file you received from the title company

Copy of:

NOTE

MORTGAGE (or Deed of Trust)

SURVEY

(All of these items will be in your closing package from the title company from your last mortgage).

 

Home Owners Insurance declarations page 

 

Copy of driver's license- 

Copy of Social Security Cards (if available)

 

2015, 2014 Full Tax returns

 

Copy-  DD214

 

If receiving Pension or Social Security Income:

-Last 2 Years 1099’s

-Current Year Benefit Award

-Pension Award Letter

NOTE:

Before we can submit your loan, we MUST receive 100% of the items listed on this sheet that apply to you.

VA Streamline Needs List:

 If Applies

ITEM                                             

 

Copy – DD-214

 

Bank Statements -  2 Months most recent  (all pages )

 

Copy Mortgage Statement

FOLDER

All these items are in the last mortgage file you received from the title company

Copy of:

NOTE

MORTGAGE (or Deed of Trust)

SURVEY

(All of these items will be in your closing package from the title company from your last mortgage).

 

Home Owners Insurance declarations page

 

Copy of driver’s license- 

Copy of Social Security Cards (if available)

NOTE:

Before we can submit your loan, we MUST receive 100% of the items listed on this sheet that apply to you.

Please call with any questions:

 

BEN LUCERO

Phone:  505-836-5700

Indigo Mortgage

E-Fax:  505-212-0633

5111 San Mateo Blvd NE, Suite A-1

 

Albuquerque, NM 87109