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What documentation do I need to get a pre-approval?

Reblogger Kerry Lucasse
Real Estate Agent with eXp Realty - Urban Nest Real Estate Group GA# 305421

As an Atlanta real estate agent, I've found that most home buyers dread the process of gathering their documents so that they may apply for a new mortgage. 

To avoid any suspense, Bridget McGee created a list of documents your loan officer will probably need to get your loan processes and approved!

 

Original content by Bridget "Mortgage Mama" McGee NMLS 196068

When a potential client calls me one of the questions they will ask is "What documentation do I need to get a pre-approval?"

Stated income loans are a thing of the past.  Getting a mortgage is a big deal. Lenders are requiring more and more documentation to prove your credit worthiness. In order to ensure that I am giving the most accurate pre-approval letter I will require the following:

1.   Mortgage Credit Report-I will need your full name current address, social security number and birthdate.   I will pull this through my credit agency unless you have a copy of one that has been pulled in the last 15 days through a mortgage company.  Consumer credit reports, auto dealer reports, etc. use different calculations to determine your score.  Although these reports will give us a ballpark as to where your score stands, it won't be used for the pre-approval.

2.  2 most recent consecutive pay stubs.-for both income and deductions (some may need to be included into your debt ratio)

3.  2 years w-2's -to show consistency of income

4.  2 years tax returns-If self-employed or you have any non-reimbursed business expenses.  If a VA loan, tax payments are taken into consideration for income calculation.

5.  Most recent two months bank statements/401K/investment, all pages  I am not only looking for the total of the assets you have available but for:

a.) overdrafts, non-sufficient funds charges

b.) large unverified deposits

c.) transfers to or from a different account 

d.) child support payments

e.)  Regular payments by check or transfer that may mean another debt that must be included in your numbers.

6.  If you are getting a gift for closing, I will probably have questions about the donor. 

7.  Divorce Decrees, Bankruptcy paperwork may be required in certain circumstances.

Additional documentation will be required prior to submitting the loan for underwriter approval, and even more may be required by the underwriter upon review.  We will work together to make this process as smooth as possible, but be aware that you may be asked to hand over your first born.  Banks are getting more and more strict with lending guidelines so don't be surprised at the answer when you ask: What documentation do I need to get a pre-approval?

Warm Regards,

Bridget McGee  Maryland Mortgage Mama   Allied Home Mortgage Capital Corp #1448  410-960-2061 EHO

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Kerry Lucasse  ::  eXp Realty ::  Urban Nest Atlanta Real Estate Group

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Urban Nest Atlanta Real Estate Group - eXp Realty GA

  

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In & Around Atlanta Real Estate Blog - Copyright 2006 - 2020 by Kerry Lucasse and the Urbanest Real Estate Group with eXp Realty LLC in Atlanta, GA.  All information contained in this blog is deemed to be reliable but not guaranteed.   If you need assistance with Intown Atlanta real estate, Kerry Lucasse and her team are always available to assist you with your residential real estate needs!

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Ruth Link
Nest Atlanta Real Estate Group - Dunwoody, GA

Thanks Kerry and Bridget!  This is a great blog post.  I will be sure to share this list with all of my buyers!

Jan 26, 2011 04:27 PM