Thinking Of Buying A Home Lets Get Your Financial Documents Together

Thinking Of Buying A Home Lets Get Your Financial Documents Together


Many times I meet individuals wanting to buy a home in Fairfield County – whether it be in GreenwichStamfordNorwalkFairfield, or any of the many other towns I service, one thing never changes – they dare unsure of where to start with the mortgage process.  Whether it’s a bank or mortgage broker (an individual who “shops” for the best mortgage product across direct lenders), the list of initial documents required never changes.

So without further adieu, before you meet with a lender, spend a day or two gathering the following documents:

  • One month of your most recent consecutive pay stubs from your employer

  • 2 years of complete tax returns

  • 2 years W-2’s or 1099 Forms (if you are self-employed)

  • 2 months of your most recent bank statements

  • An explanation of any and all large bank deposits (maybe a wedding gift, inheritance, etc)

  • Most recent quarterly retirement account statement

  • Copy of your Driver’s License

  • Copy of your social security card

Once you’ve gathered these items, you are ready for your first meeting with a mortgage professional.  I hope this information was helpful!  If you have any questions about real estate, feel free to contact me, Kimberly Tapscott, at 203-252-8327 today! Or visit our website at www.kimberlytapscottrealtygroup.com

If you are thinking about buying a new home, please consider attending or next homebuyer’s workshop.  The next one is November 21st, 2016 from 10am – 12pm in Stamford, Connecticut.



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Phone: 203-252-8327
Dated: November 4th 2015
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