Mortgage Checklist

 

Government-issued ID
 

W2s

• Most recent 2 years
   

Tax Returns

• Most recent 2 years, with all schedules
   
• Personal and Business, if applicable, including 1099 and/or K-1s, if applicable
   

Profit/Loss Statement 

• YTD if self-employed
   

Paystubs 

• Most recent 30 days
   

Mortgage Statement

• Most recent, for all residential properties owned, including rental agreements, if applicable
   

HOA Billing Statement
 

Bank Statements and/or Retirement Statements (Other than First Interstate Bank)

• Most recent 2 months or quarterly statement, if applicable 
   

Homeowner’s Insurance Annual Billing Statement

• Most recent, for all residential properties owned
   

Additional Documentation as Required

• All documentation must include all pages and no alterations
   

For purchase transactions:
 

• Purchase Agreement - Fully executed, including all addendums
   
• Earnest Money Check – Cancelled check copy
   
• Gift Letter and Documentation (If applicable)
   

Quick-to-close documents are not required as a condition of receiving a Loan Estimate from First Interstate Bank.

Apply now for a better mortgage experience through First Interstate Bank