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Thank you for choosing American Nationwide
Mortgage Company, Inc. for your mortgage needs. Listed below is
a checklist of items we will be needing to process your loan request.
In order to ensure a timely loan closing, we are asking you return
these items to us within 5 business days.
Please send only copies of materials requested. NO ORIGINALS!
_____ Most recent 30-days paystubs showing year-to-date
income.
_____ Previous 2 years W-2 statements.
_____ Most recent 1 month bank statements for all checking and savings accounts.
_____ Copy of most recent investment account statements such as stocks, 401k, mutual funds, IRA's etc. (all pages).
_____ All monthly obligations including account numbers, monthly payments and balances.
_____ Name, address and telephone number of homeowners insurance agent.
_____ Divorce decree and stipulation, if applicable.
_____ Name, phone and fax number of Title company you would like to use.
_____ Copies of past 2 years personal and business tax returns if self employed (all pages).
_____ Copy of year-to-date Profit and Loss Statement and Balance Sheet if self employed.
_____ Copy of all current lease agreements
if you have rental property(s).
_____ Phone numbers and loan numbers for current lien holders to acquire payoff amounts.
_____ Name and telephone number of Condo Association if refinancing a condo.
_____ Copy of existing survey if there have been no permanent changes to property if applicable.
_____ Most recent statements form any accounts in deferred pay status (students loans, cars, furniture, electronics, "no interest, no payment" loans, etc).
_____ Copy of your signed HUD-1 Settlement statement from original loan if it included second lien to avoid PMI (piggyback or split loan such as 80/10/10).
_____ Other:__________________________________________________________________
To expedite your loan process, please return the
necessary documentation requested within
5 business days. This will allow American Nationwide Mortgage
Company to process your loan request in a timely manner. Please
contact American Nationwide Mortgage if you should have any questions
or concerns in regards to the loan package and we will be happy
to assist you.
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