Loan Checklist

At SNBT, we want to complete your loan with as much ease as possible. To help make the process run smoothly, here is a list of items to have prepared before meeting to discuss your loan. This will help facilitate the loan closing process.

Mortgage Loan Checklist 

  • Completed Mortgage Loan Application
  • Purchase Agreement with Any Addendums (not needed to refinance)
  • Two Recent Pay Stubs
  • Most Recent W-2
  • Current Bank & Investment Statements
  • Loan Payment Information
  • Personal Tax Return
  • Driver's License
  • Homeowner's Insurance
  • Property Tax Bill
  • Business Tax Returns & Certified P&L (if self-employed)

Consumer Loan Checklist
  • Completed Consumer Loan Application
  • Vehicle Sales Contract (if applicable)
  • Two Recent Pay Stubs
  • Most Recent W-2
  • Current Bank & Investment Statements
  • Loan Payment Information
  • Driver's License