PRE-INTERVIEW LOAN APPLICATION CHECKLIST The following checklist will facilitate your mortgage loan interview. The checklist includes most of the information that you and any co-borrower will need to supply. Lender paperwork qualification can vary. Let's talk before your interview to tailor this list. Please use the following worksheet when gathering data. ____California Drivers License - please copy or bring for each applicant ____A copy of your purchase agreement ____A legal description of the property you're buying ____W-2 forms and tax returns for the last two years ____A current pay stub ____Names and account numbers of banks and financial institutions where you have deposits ____Recent history (90 days) of your savings, checking, and brokerage accounts ____12 month payment history on your rent or current mortgage payments ____A list and estimated value of your major assets (car, insurance, etc.) ____Information about other income you receive from dividends, interest, rental property, etc. ____Recent financial statements, if you are self employed ____A list of outstanding debts, including the names, addresses and account numbers you send payments to ____ If you are separated or divorced - a copy of your divorce decree and separation agreement. Also bring documentation on alimony or child support payments. ____ If you have a bankruptcy, foreclosure, or any judgments bring relevant information about the proceedings.