Log In  |  Contact Us  |  Help
Mortgage Checklist

The following information is usually required during the loan process:

  • Paystubs for the past 30 days, W-2 forms for the past two years and full federal tax returns for the past two years, including all schedules (If you are self-employed or you own more than 25% of a business, copies of business tax returns for the past two years, including all schedules, a year-to-date profit and loss statement and balance sheet)
  • Documentation of other earned income (i.e., Social Security, pension, etc.)
  • Names, addresses and account numbers of all other financial institutions
  • Balances and monthly payments for all liabilities
  • Ratified contract of sale and listing if applicable
  • Title insurance policy
  • $350.00 application fee

Additional information required for Home Refinances:

  • Property deed
  • Current homeowner’s/flood insurance policy(s)
  • Current real estate tax bill
  • Year-end statement from current mortgage holder(s)

Please contact our Member Service Center at 410.584.7228 if you have questions or require additional information or clarification.

Copyright © 2019 Point Breeze Credit Union
Privacy Policy  | Security Statement