M.J. (Merri-Jane Lani) Viglizzo NMLS 93606
Mortgage Advisor
Office: 831-751-2209
Fax: 415-464-2603
Mortgage Advisor
Office: 831-751-2209
Fax: 415-464-2603
Loan Checklist
The following items may be critical to your loan being completed in a timely manner. Please provide them if they apply to you.
- Last 30 Days paycheck stubs for all borrowers (if applicable)
- Last 2 years W-2's for all borrowers (if applicable)
- Last 2 years tax returns for all borrowers. Including all forms.
- Last 2 months asset statements. Include checking, savings, brokerage, credit union. 401K, retirement, employee stock purchase plan, etc.
- Copy of Divorce decree, including all pages (if applicable)
- Copy of Bankruptcy discharge papers (if applicable)
- Explanation Letter (for late payments, collections, etc.)
- Copy of Drivers License for all borrowers
- Copy of Purchase Agreement (if applicable).
- Copy of all Pension Statements, "Award" Letter, etc. (if applicable)
- Copy of Social Security Annual "Award" Letter, Statement, etc. (if applicable)
