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Preparing to Meet with Your Loan Officer

Loan officers are a great resource and wealth of knowledge for your entire home buying experience. They can also provide mortgage pre-qualification. Pre-qualification can be helpful, especially when it comes to knowing, and staying, within your budget.

Here are a few documents and information that will be helpful for your first appointment.
  •  Pay stubs for the last 4 weeks pay period.
  • 2 years’ worth of W-2s or tax returns.
  • Information and documentation for funds that may be used for a down payment.
  • A list of assets owned, including deposit accounts, real estate and investments.
  •  Your ideal approval amount as a starting point for discussion.
  • A list of your questions and goals.

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