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Mortgage Loan Checklist

Please prepare the documents below to be submitted to Augusta Financial to ensure a quick and efficient loan process:

Green Check Mark Last fiscal year’s Federal Tax returns “1040’s”, all pages (Corporate taxes if you file a seperate return)
Green Check Mark Last fiscal year’s W-2 forms and/or K1’s if applicable
Green Check Mark Most recent pay stubs for 30 days
Green Check Mark 2 months complete bank statements for all bank accounts (all pages, full name, & account number)
Green Check Mark Copy of current mortgage statements (1st and 2nd if you have one)

  • 1. Property tax bill
  • 2. Home owners insurance statements
  • 3. HOA statement
  • (We need to determine all debts on the current property)

Green Check Mark Driver’s license or California ID
Green Check Mark Social Security card
Green Check Mark Please enclose a copy of a divorce decree from a previous marriage, even if that marriage ended 50 years ago (If divorced)