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All PurposeBank and VisionBank locations will be closed on Thursday November 24th in observance of Thanksgiving. You can still take care of your banking needs through PurposeBank online, your mobile app or by stopping by any of our conveniently located ATMs.

Mortgage Checklist

The following information is usually required during the loan process:

In General...

  • Your Social Security number

  • Current pay stubs and most current W-2(s) or, if self employed, your tax returns for the past two years

  • Bank statements for the past two months

  • Investment account statements for the past two months

  • Copy of purchase agreement (purchase transactions only)

  • Copy of earnest money check (purchase transactions only)

  • Name and phone number of Realtor (purchase transactions only)

  • Home insurance policy information with name and number of insurance agent

Consider the following:

  • Do you wish to escrow for real estate taxes and homeowners insurance?

  • Do you wish to set up an automatic payment for your mortgage?

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