Finding your perfect home begins here. Our helpful mortgage resources will help you make informed decisions to find the right home loan and mortgage.

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Mortgage Checklist


▢ Enlarged copy (150%) of drivers license and social security Card (passport or birth certificate can be substituted for driver license only)


▢  Last quarterly statement on savings accounts (all pages)


▢ Insurance company/agency contact information and policy number


▢ If own multiple homes or properties, provide current mortgage statements, proof of property taxes, and insurance declarations page for each


▢ Signed and dated inquires and derogatory credit letter (form will be provided during or after application)

▢ One full month of paystubs with YTD figures


▢ 2015 and 2016 signed personal federal tax returns with all schedules filed (personal and business if self-employed)


▢ Last Quarterly statement for retirement accounts (all pages including terms of withdrawal)


▢ Current mortgage statement/ or landlord contact information


▢ Copy of cancelled front and back earnest money deposit check (purchases only)


▢ Credit/debit card information to pay for your appraisal upfront (form will be provided during or after application)

▢ 2016 and 2017 w2's and/or 1099's


▢ last 2 months of checking accounts statements


▢ Any other liquid assets such as bonds, stocks, cps, etc. Provides most recent statement (all pages including terms of withdrawal)


▢ Signed and executed purchase contract and addenda (purchases only)


▢ Sign and date all disclosures provided by Prime Source mortgage inc. (from will be provided during or after application)

Documents to download

Uniform Residential Loan Application

Solicitud Uniforme para Préstamo Hipotecario Residencial

Consumer’s Handbook on Adjustable Rate Mortgages (CHARM)

HUD’s Settlement Cost Booklet

Loan Item Checklist


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At Prime Source Mortgage, our goal is to find the loan that’s right for you. All you have to do is select us to find you your home loan, and we will do our best to find the right agreement for your situation. Of course, we understand that buying a home is a major decision, which is why we believe in the importance of constant communication: we will update you as necessary and answer any questions you may have throughout the process.