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Mortgage Checklist
Thank you for choosing Veritex Bank for your banking needs.  Please complete below items for your prequal loan request and return via email or fax it to me.
 
Send Secured Documents via - https://web1.zixmail.net/s/e?b=veritexbank
 
******OUR PROCESS STARTS WHEN COMPLETED REGULATORY DISCLOSURES ARE RECEIVED IN OUR OFFICE*******
 
 
____ Email or call me after you submit your application for authorization to pull your credit
 
____ submit your loan application online https://veritexbank.com/accounts-services/veritex-mortgages
 
____ clear copy of the sales contract and earnest money – for all purchases
 
____ copy of most recent pay stubs covering a one month time span (borrower/s)
 
____ copy of  Driver’s License  (borrower/s)
 
____ copy of your 2014 and 2013 W2s or other income source (borrower/s)
 
____ copy 2014 & 2013 or 2013, 2012 and 2014 extension personal tax returns (borrower/s)
 
____ copy of ALL Pages of the last two months bank statements & brokerage statements – should show enough money to cover cash to close
               * Any deposit $1,500 or over include Letter of Explanation
 
____ Copy of the Survey (If you do not have a copy, please let me know and I will order one)
 
Self employed: If you own more than 25% or more of any company we will need the following
 
____ 2013, 2012, & 2011 business tax return(s) all pages – ALL PAGES
 
____ Latest business interim financial statement ( ie Profit & Loss or Balance Sheet for year-end or quarter-end)
 
Social Security Income: (borrower/s)
 
____  copy of the award letter – log in to http://www.ssa.gov/myaccount/ and print borrower/s award letter.
 
 
ESCROW:  ______  YES    _______ NO           -          PROPERTY TAXES ___________      -        HOMEOWNER INSURANCE _______________
Veritex Community Bank NMLS Number 414688
7001 Preston Road, Suite 100, Dallas, TX  75025
Direct:  (214) 270-1430
Fax:  (214) 780-0366
Toll Free:  (214) 789-5888
MortgageProcessing@veritexbank.com
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