Markee Financial Group 525 Randall Ave.
Cheyenne, WY  82009
307-632-0001
Loan
Application
Checklist
 

Print this useful checklist for your convenience

20spacer.gif (808 bytes)Income
20spacer.gif (808 bytes)checkbox2.gif (852 bytes) Salaried Borrower(s):
20spacer.gif (808 bytes)20spacer.gif (808 bytes)checkbox2.gif (852 bytes) W-2 forms for previous two (2) years
20spacer.gif (808 bytes)20spacer.gif (808 bytes)checkbox2.gif (852 bytes) Most recent paycheck stub(s)
20spacer.gif (808 bytes)checkbox2.gif (852 bytes) Commissioned/Bonus Borrower(s):
20spacer.gif (808 bytes)20spacer.gif (808 bytes)checkbox2.gif (852 bytes) Complete copies of previous two (2) years personal tax returns
20spacer.gif (808 bytes)20spacer.gif (808 bytes)checkbox2.gif (852 bytes) Most recent paycheck stub(s)
20spacer.gif (808 bytes)checkbox2.gif (852 bytes) Self-employed Borrower(s):
20spacer.gif (808 bytes)20spacer.gif (808 bytes)checkbox2.gif (852 bytes) Personal, partnership, S-Corp and/or Corporate tax returns for the previous two (2) years inclusive of all
20spacer.gif (808 bytes)20spacer.gif (808 bytes)schedules and K-Is
20spacer.gif (808 bytes)20spacer.gif (808 bytes)checkbox2.gif (852 bytes) Current, signed and dated, year-to-date financial statements, including balance sheet and profit and loss
20spacer.gif (808 bytes)20spacer.gif (808 bytes)statement
20spacer.gif (808 bytes)Asset/Liabilities
20spacer.gif (808 bytes)checkbox2.gif (852 bytes) Copy of past three (3) months statements on the following accounts:
20spacer.gif (808 bytes)20spacer.gif (808 bytes)checkbox2.gif (852 bytes) Checking           checkbox2.gif (852 bytes) Savings           checkbox2.gif (852 bytes) Brokerage Accounts
20spacer.gif (808 bytes)20spacer.gif (808 bytes)checkbox2.gif (852 bytes) Moneymarket    checkbox2.gif (852 bytes) Retirement Accounts      checkbox2.gif (852 bytes) Other
20spacer.gif (808 bytes)20spacer.gif (808 bytes)checkbox2.gif (852 bytes) Name and address for all creditors. Include account numbers, monthly payments, and balance owed for the
20spacer.gif (808 bytes)20spacer.gif (808 bytes)following outstanding obligations:
20spacer.gif (808 bytes)20spacer.gif (808 bytes)checkbox2.gif (852 bytes) Mortgage Loans     checkbox2.gif (852 bytes) Credit Unions      checkbox2.gif (852 bytes) Personal Loans
20spacer.gif (808 bytes)20spacer.gif (808 bytes)checkbox2.gif (852 bytes) Automobile Loans  checkbox2.gif (852 bytes) Student Loans    checkbox2.gif (852 bytes) Other
20spacer.gif (808 bytes)Miscellaneous
20spacer.gif (808 bytes)checkbox2.gif (852 bytes) Residence address(es) for the past two (2) years
20spacer.gif (808 bytes)checkbox2.gif (852 bytes) Complete mailing address for mortgage holder and/or landlord for previous two (2) years
20spacer.gif (808 bytes)checkbox2.gif (852 bytes) Current lease for each rental property owned and previous two (2) years tax returns with all schedules
20spacer.gif (808 bytes)checkbox2.gif (852 bytes) Copy of purchase contract on subject property and listing agreement or contract on existing home being sold
20spacer.gif (808 bytes)checkbox2.gif (852 bytes) Copy of your cancelled earnest money checks
20spacer.gif (808 bytes)checkbox2.gif (852 bytes) Copy of Divorce Decree, Separation Agreement and all addenda for all divorced parties. If divorce is not final, 20spacer.gif (808 bytes)please provide a copy of the temporary orders
20spacer.gif (808 bytes)checkbox2.gif (852 bytes) If refinancing, bring your previous Settlement Statement, Note, Homeowners Insurance Policy and Survey
20spacer.gif (808 bytes)checkbox2.gif (852 bytes) A check to cover the cost of the credit report and appraisal
20spacer.gif (808 bytes)Other_____________________________________________________________________
20spacer.gif (808 bytes)20spacer.gif (808 bytes)20spacer.gif (808 bytes)_____________________________________________________________________

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