CapWest Mortgage
Learning Center
Loan Checklist
The following items may be critical to your loan being completed in a timely manner.

Please provide these if they apply to you:

  • Copy of most recent pay stubs for consecutive 30 day period.
  • Last years Federal Tax Return (complete all schedules) if paid commissions/bonuses or own rental property.
  • Most recent statement for retirement account.
  • Copies of most recent bank statements (all pages including 30 days of account history).
  • Lease agreements for all rental properties.
  • Divorce decree / Property settlement, if applicable.
  • Copy of Green Card /VISA, if applicable.
  • Two years of complete personal, partnership, and / or corporate tax returns, YTD profit and loss statement and current balance sheet for self-employed borrowers.
  • Name, address and phone number of landlord if renting or rented previously.
  • Contact name and phone number to the human resource department for current and previous employer(s).
  • Name, company and phone number of existing homeowner's insurance agent.
  • Copy of drivers license (front and back).
  • Copy of last years W2's / 1099's.
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