This document is a loan checklist that lists the information and documentation that a borrower must supply before their loan can be submitted. It includes where the down payment is coming from for a purchase, tax returns, pay stubs, bank statements, retirement accounts, insurance information, existing mortgage documents, social security cards, divorce decrees, rental agreements, drivers licenses, military discharge papers for VA loans, required forms, and a disclaimer.

1. Jeff Waller
Sr. Mortgage Specialist
NMLS-136245
DIRECTORS MORTGAGE
503.636.6000
503.710.1927 Cell
jwaller@directorsmortgage.net
4550 SW Kruse Way, Suite 275
Lake Oswego, OR 97035
directorsmortgage.net
Apply online at:
banker4life.net • Code 148
Loan Checklist
The following information must be supplied by
the borrower before their loan can be submitted.
…… Where Your Down Payment is Coming From (purchase only)
…… Gift / Checking / Savings / Other $_________________ (amount)
(circle) $_________________ (amount)
…… Last Two Years W-2’s
…… Last Two Years Personal Tax Returns Filed with IRS (all schedules please)
…… Last Two Years Corporate Tax Returns Filed with IRS and YTD Profit and Loss/Balance Sheet
(if self employed)
…
… Thirty Days Current Pay Stubs
…… Two Months most Current Bank Statements for all Accounts (all pages)
…… Investment Accounts/401K and Retirement Statements (most current, all pages)
…… Home Owners Insurance Agent Name and Number
…… Copy of Mortgage Statement
…… Copy of Mortgage Note (if applicable)
…… Copy of Social Security Card(s)
…… Copy of Permanent Resident Alien Card(s) (if applicable)
…… Divorce Decree (if applicable)
…… Child Support Order (if applicable)
…… Bankruptcy Papers and Discharge Notice (if applicable)
…… Rental Agreements for all Properties Owned (if applicable)
…… Copy of Drivers License (if applicable)
VA Loans If Retired
…… Copy of DD214 (VA Loan)  Social Security Award Letter
…… Certificate of Eligibility (VA Loan)  Pension Award Letter
 Two Years 1099’s Last
Forms Required
…… Borrowers Authorization (enclosed)
…… 4506T (enclosed)
…… E-Sign Disclosure (enclosed)
Please submit all documents and forms as soon as possible. Any applicable items missing will
delay the process of your loan being submitted. Thank you in advance for your timely assistance.
Information deemed reliable but subject to change without notice.
Qualifying buyers only, subject to credit approval. This is not a
commitment to lend. Call for Details. NMLS-3240, CL-3240. 1998-2012 EQUAL HOUSING
OPPORTUNITY
© 2012 Directors Mortgage Inc.