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Mortgage Checklist

NMLS # 844664



  • Copy of your last 2 years Tax Returns (WITH ALL PAGES AND SCHEDULES! )
  • Copy of your last 2 years W2, 1099, K-1s
  • Copy of your most recent ONE month Pay Stubs with Year-to-Date income
  • Most current 2 month bank statements and/or quarterly retirement account statements (WITH ALL NUMBERED PAGES,EVEN IF THEY ARE BLANK)


  • Copy of driver’s license for all applicants
  • Copy of Social Security Card for all applicants
  • Copy of Resident Alien Card or Work VISA (if applicable)
  • SIGNED Purchase Agreement and addendums
  • Copy of the CANCELLED Earnest Money Check –Front & Back copy of check cleared your account
  • Copy of Divorce Decree if you receive or pay child support/alimony
  • If you own other property, copy of latest mortgage statement along w/tax bill & insurance
  • Current 1 year rental agreements if applicable
  • Survey of subject property (must show surveyor stamp in bottom corner)
  • The name and telephone number of your insurance agent


Hope Tree Home Loans 3901 Bellaire Blvd., Suite A,   Houston, Texas 77025   

Phone 713.600.4444   Fax 832.200.3534


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Amcap Mortgage, Ltd., Branch NMLS# 844664
1229 Heights Blvd., Houston, TX  77008
Office:  (713) 600-4444
Copyright © 2019 AmCap Mortgage, Ltd.,
NMLS ID# 129122 (www.nmlsconsumeraccess.org)
Equal Housing Lender.
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