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Application Checklist

Please be prepared to provide the following documentation with your application, as applicable:

  • Current pay stubs covering one full month
  • W-2s for the past 2 years
  • Individual tax returns for the past 2 years, including all schedules
  • Business/Corporate/Partnership tax returns for the past 2 years, including all schedules
  • Bank statements for the past 2 months
  • Investment statements for the past 2 months
  • Retirement or IRA statements for the past 2 months
  • Social security or retirement award letter
  • Current mortgage statement for all financed properties
  • Homeowners insurance declaration page for all properties
  • Copy of your purchase and sale agreement - signed by all parties

Additional items may be required for loan approval.

 

 

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 For more information
or a rate quote
call (866) 374-7090
or
email us.

Heritage Bank | NMLS #541567
435 E George Hopper Road, Burlington, WA  98233
Toll Free:  (866) 374-7090
HomeLoans@HeritageBankNW.com