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Mortgage Checklist

 

Mortgage Checklist

The following information is usually required during the loan process:

  • Pay stubs covering most recent thirty days

  • W-2 statements covering the past two years

  • Bank statements covering the most recent two months (with all pages)

  • 401(k), IRA, or mutual fund accounts showing most recent transaction summary

  • Stocks or certificates of deposit (copies)

  • Purchase and sales agreement (copy)

  • 12 months cancelled rent checks or the name and address of your current landlord (if applicable)

  • Fully executed divorce decree (if applicable)

  • Deed, hazard insurance policy, and most recent tax bill if you are refinancing (copies)

  • A letter explaining any known credit problems or fluctuations in income


If you are self-employed, paid by commission, or own real estate used for rental purposes you will need to produce:

  • Two years signed personal federal income tax returns including all schedules

  • If self-employed through a corporation, the last two years' corporate returns as well as a year-to-date profit and loss statement and balance sheet

  • If additional information or documentation is requested, please provide it immediately.


If you are retired, you will need to produce:

  • Two years signed personal federal income tax returns including all schedules

  • If self-employed through a corporation, the last two years' corporate returns as well as a year-to-date profit and loss statement and balance sheet

  • If additional information or documentation is requested, please provide it immediately.

  • 401(k) or retirement account statement (if taking distributions)

Download the checklist

RB Mortgage LLC dba Domain Mortgage is principally owned by RBFCU Services LLC. RBFCU Services LLC is affiliated with Randolph-Brooks Federal Credit Union (RBFCU). All loans are subject to credit approval. NMLS# 862516. Rates and terms subject to change without notice. RBFCU mortgage loans are available only on property in Texas. Origination fees may apply. A primary residence refinance requires a 3-day right of rescission after closing and before the funds may be dispersed. Jumbo loans may require larger down payments and additional qualifications.

Copyright © 2023 RB Mortgage LLC dba Domain Mortgage. All Rights Reserved.

We take our members' financial privacy very seriously. During the course of processing your application, we accumulate non-public personal financial information from you and from other sources about your income, your assets, and your credit history in order to allow a lender to make an informed decision about granting you credit. We restrict access to nonpublic personal information about you to those employees who need to know that information to provide products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.

We collect nonpublic information about you from the following sources: (i) information we receive from you on applications or other forms; (ii) information about your transactions with us, our affiliates, or others; and (iii) information we receive from a consumer reporting agency. To view our privacy policy, click here.

Any alternate website that you visit by a link from Domain Mortgage's website is solely the responsibility of that entity. Third-party links accessed from this site are provided for the convenience of visitors. Domain Mortgage is not responsible for the content of the alternate website and does not represent either the third party or the member if the two enter into a transaction. Privacy and security policies on the third-party site may differ from those practiced by Domain Mortgage.

We use cookies to analyze and improve website use, and assist in overall user experience.

For your protection, please do not provide any personal information via email.

If you are using a screen reader and are having problems using this website, please call 1-800-580-3300 for assistance.

Domain Mortgage

NMLS# 862516

Texas Consumer Complaints

 

1 IKEA-RBFCU Parkway

Live Oak, TX 78233

 

1-833-552-7759

 

info@domainmortgage.com

RB Mortgage LLC dba Domain Mortgage is principally owned by RBFCU Services LLC. RBFCU Services LLC is affiliated with Randolph-Brooks Federal Credit Union (RBFCU). All loans are subject to credit approval. NMLS# 862516. Rates and terms subject to change without notice. RBFCU mortgage loans are available only on property in Texas. Origination fees may apply. A primary residence refinance requires a 3-day right of rescission after closing and before the funds may be dispersed. Jumbo loans may require larger down payments and additional qualifications.

Copyright © 2023 RB Mortgage LLC dba Domain Mortgage. All Rights Reserved.

We take our members' financial privacy very seriously. During the course of processing your application, we accumulate non-public personal financial information from you and from other sources about your income, your assets, and your credit history in order to allow a lender to make an informed decision about granting you credit. We restrict access to nonpublic personal information about you to those employees who need to know that information to provide products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.

We collect nonpublic information about you from the following sources: (i) information we receive from you on applications or other forms; (ii) information about your transactions with us, our affiliates, or others; and (iii) information we receive from a consumer reporting agency. To view our privacy policy, click here.

Any alternate website that you visit by a link from Domain Mortgage's website is solely the responsibility of that entity. Third-party links accessed from this site are provided for the convenience of visitors. Domain Mortgage is not responsible for the content of the alternate website and does not represent either the third party or the member if the two enter into a transaction. Privacy and security policies on the third-party site may differ from those practiced by Domain Mortgage.

We use cookies to analyze and improve website use, and assist in overall user experience.

For your protection, please do not provide any personal information via email.

If you are using a screen reader and are having problems using this website, please call 1-800-580-3300 for assistance.