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Mortgage Appointment Checklist

What you need for your Mortgage Appointment

Thank you for choosing Marquette Savings Bank for your home loan! To help expedite the process for you, the below list includes items Marquette requires from you to process your mortgage application. Please bring these items with you to your appointment with your loan officer.

Pre-qualification

  • Once month most recent current consecutive pay stubs
  • Two (2) years most recent tax returns
  • W2’s Valid Driver’s License or valid form of identification

Construction Loan

  • Everything from Purchase list
  • Signed contract
  • Deed or sales agreement for the land
  • Plans
  • Specs
  • Bids for construction

Purchase

  • Signed sales agreement
  • Existing statement of current mortgage (if applicable)
  • One month most recent current consecutive pay stubs
  • Two (2) years most recent tax returns and W2’s
  • Valid Driver’s License or valid form of identification
  • Copy of Social Security Card
  • Two most recent months’ bank statements
  • Home owner’s insurance declaration

Home Equity/Home Improvement

  • Everything from the purchase list
  • Signed contract
  • Plans
  • Specs
  • Bids for improvements

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