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Loan Checklist

Documents required vary from loan to loan, but generally the following are required, often for up to two years back:

  • Statements of income such as W-2’s, pay stubs, and financial statements
  • Bank statementsChecklist
  • A list of any assets that you own
  • Rental or mortgage history
  • Employment history and current information
  • Personal identification, including Green Card if applicable
  • Purchase contract
  • Other pertinent items such as: Bankruptcy Discharge Notice or Divorce Decree
  • Loan application

Robby Oakes


Robby Oakes

CIMG Managing  Director
NMLS# 91606

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©2025 Robby Oakes Mortgage Team
Corporate Investors Mortgage Group
NMLS# 39460.
Licensed to Do Business in the State of NC

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