How to Prepare for Your Loan Consultation

CMIC has created a easy to follow Mortgage Checklist that will help you gather all the information we need to verify your income, assets & employment. Here are the main documents we will need in our initial meeting.

Driver’s License, Passport or other State Issued Photo I.D.

Fully Ratified Sales Contract (please make sure all pages are included) (Purchase Only)

Most recent pay stubs covering a 30-day period

W-2’s for 2017 and 2018 or Federal Tax Returns for the same years if Self Employed

Bank statements (checking/savings) covering the most recent 60 days

Retirement accounts covering the most recent 60 days or most recent quarter

Your human resources or managers contact information for employment verification

Please also download the full checklist for more information.