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locally owned and operated
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Southern Maine Team of Cates Real Estate
207-691-8008
inception-app-prod/NmI3NDQ5OTMtZjY0YS00YmVmLWJkOWEtZjQ3MWQzNDBhNTAz/logo/2019/01/So ME Cates RE Logo_Transparent %281%29.png
inception-app-prod/NmI3NDQ5OTMtZjY0YS00YmVmLWJkOWEtZjQ3MWQzNDBhNTAz/content/2020/10/somecatesrelogotransparent.png
locally owned and operated
inception-app-prod/NmI3NDQ5OTMtZjY0YS00YmVmLWJkOWEtZjQ3MWQzNDBhNTAz/logo/2019/01/So ME Cates RE Logo_Transparent %281%29.png
inception-app-prod/NmI3NDQ5OTMtZjY0YS00YmVmLWJkOWEtZjQ3MWQzNDBhNTAz/content/2020/10/somecatesrelogotransparent.png
locally owned and operated
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Bank Application

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Getting Ready for Bank Application

Application Check List: 

  • Most recent 4-year pay stubs
  • Most recent 2 year's of W-2's
  • Most recent 3 months statements for all bank accounts, stocks, bonds, mutual funds, IRS's and 401k's. Include address, account #, and balance. 
  • List of outstanding loans including credit card accounts. Include address, account # and balance due.
  • Verification of monthly rental or mortgage payment. 12 months cancelled checks.
  • If self-employed, last 2 years's tax returns (signed with all schedules) and YTD profit and loss statement.
  • Social Security card and/or Driver's License
  • Certificate of Eligibility and DD 214 if Veteran
  • Purchase and Sale Agreement if purchasing
  • Copy of Divorce Decree (if applicable)
  • Checkbook for application fee

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