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Loan Checklist

These items may be critical to your loan being completed in a timely manner. Please start "dusting-off" the following files and have them ready for your Mortgage Consultant.  Fax or email will work fine until the originals are specifically requested.
    • W-2's for the last 2 years.
    • Last two years tax returns (hold until requested).
    • Current Pay Stubs.  At least the last two. 
    • If refinancing, your most recent mortgage statement.
    • Most Recent statements for Banks (checking, savings, money market), Mutual Funds, 401K's, and IRA's.
    • If you have been renting, we will need contact information for landlords (for past 24 months).
    • Copy of Purchase Contract or the price you expect to spend for your new home.
    • Proof of home insurance or the contact information of your insurance carrier.
    • If you are self-employed or receive commissions, ask about documents needed.
    • Divorce Decree and Separation Agreement, if applicable.
    • Lease Agreements on Rental Property you own.
    • A complete copy of bankruptcy papers, including discharge, if applicable.
    • A letter explaining any gap in your employment record inside the last two years.
    • Proof of Child Support, if applicable.
 
 

Capital Management Mortgage, LLC

900 Circle 75 Parkway, Suite 210 Atlanta, GA 30339
Phone: 678-370-0190
Fax: 770-933-9479
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Lic #21114, A Georgia Residential Mortgage Licensee