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Mortgage Checklist

The following information is usually required during the loan process:

  • Most recent 30 day pay stub showing monthly and year-to-date income

  • Copy of last two year’s Federal Tax Return (all schedules) to verify commission and/or self employed income

  • Copy of last two year’s W-2 form

  • Documentation is needed to show where your down payment and closing cost will come from

  • Most Recent 1 Month Bank Statements for Checking and/or Savings Accounts (with name and account number on statement)

  • Most Recent 1 Month or Last Quarterly Statement for 401K, Stocks, Mutual Funds, etc.

  • Name of Your Homeowners Insurance Company, Agent, & Phone #

  • Copy of your Driver’s License

PLEASE NOTE: Additional documents may be requested for particular programs.

We have programs that require little to no documentation for borrowers who qualify.

FirstBank Mortgage, NMLS# 472433
3500 Blue Lake Drive, Suite 325, Birmingham, AL  35243
Toll Free:  (866) 503-5212
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