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Mortgage Checklist

The following information is usually required during the loan process:

  • Completed loan application
  • Signed disclosures (as provided by Loan Officer)
  • Current pay stubs covering one month of pay
  • W-2's for the previous two years
  • Tax returns for the prior two years (copy of extension, if applicable) 
  • Bank statements for the past two months (all pages)
  • Documentation of any large deposits into bank account(s)
  • Investment account statements for the past two months (or previous quarter, as applicable) 
  • Retirement account statements for the past two months (or previous quarter, as applicable) 
  • Purchase Contract (if applicable) 

If you currently own Real Estate:

  • Mortgage account information
  • Home insurance policy information
  • Home equity account information (if applicable)
  • Copy of existing survey (if applicable)
Share Plus Federal Bank
5224 W. Plano Parkway, Plano, TX  75093
Direct:  (972) 407-3650
mortgage@shareplus.com
Copyright © 2012 Share Plus Federal Bank
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