Mortgage Payments

Wisconsin Call/Text: (608) 284-0541
Colorado Call/Text: (303) 532-7579

Mortgage Checklist

The following information & documentation is usually required during the loan process:

  • Your Social Security Number, and/or a copy of your Social Security Card
  • Your Driver’s License or Government Issued ID Card or Passport
  • Current pay stubs covering the most recent thirty day period for all borrowers (N/A For Self-Employed Applicants)
  • W2 and/or 1099 Statements covering the most recent two years
  • Social Security and/or Pension and/or 1099 Statement and Award Letter
  • Bank statements covering the most recent two months with all pages, please do not cross-out any information
  • Investment Account Statements covering the most recent two months
  • Retirement account Statements covering the most recent two months

If you are Self-Employed or receive commission income:

  • Federal Tax Returns, all pages and all schedules, covering the most recent two years
  • CPA name and phone number

If you currently own a second home or investment property

  • Mortgage statements and Mortgage Notes for all mortgages
  • Homeowner’s Insurance Policy Declaration Page for all properties
  • Property Tax Bill for the most recent year for all properties