Mortgage Application Process Checklist

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Want Your Mortgage to Go
as Smoothly as Possible?

Here is a list of the most common items your PointBank Mortgage loan officer will need to get you the best loan available. The earlier you supply them in the process the more likely you are to have a smooth, worry free closing.

Identification:

Income

W-2 Employees

  • Most recent thirty days of paycheck stubs.
  • Most recent 2 years W-2 forms.
  • If commission or bonus comprises more than 25% of your annual salary please include most recent 2 years tax returns. (Always include all pages and schedules.)

Self Employed / 1099 Employees

  • Most recent 2 years tax returns. (Always include all pages and schedules.)
  • If you W-2 yourself include most recent thirty days of paycheck stubs.
  • If you W-2 yourself include most recent 2 years W-2 forms.

Retirement / Social Security Income

  • Award letter.
  • Most recent 2 years 1099R’s.

Child Support

  • Divorce Decree or Court Order. (Always include all pages. Must support 3 years continuance of the income.)
  • Proof of receipt of the income for 12 months.

Assets

Bankruptcy

Insurance

Rental History

Once you have everything you need from this checklist, contact one of our loan officers for an appointment!

PointBank Branch Locations: Argyle Branch, Aubrey Branch, Denton North Branch, Denton South Branch, Corinth Branch, Lewisville Branch, Flower Mound Branch, Little Elm Branch, Pilot Point Branch