Mortgage
Applying for a Mortgage
You'll need a few things to start the application process
If you are currently employed, you will need to provide the following information:
- Most recent two years of W-2s
- Most recent month of pay stubs for all borrowers
- Most recent month of bank statements (not required for Burke & Herbert Bank account holders)
- Most recent statement of all assets listed on Loan Application (brokerage accounts, IRA, 401(k), other retirement accounts)
If you are self-employed, you will need to provide the following information:
- Most recent two years of Federal Income Tax Returns
- Most recent month of bank statements (not required for Burke & Herbert Bank account holders)
- Most recent statement of all assets listed on Loan Application (brokerage accounts, IRA, 401(k), other retirement accounts)
For refinance loans:
- Copy of homeowners insurance policy
- Copy of existing monthly mortgage statement
For all loans:
- Copy of Driver's License
- Valid second form of identification: passport, Social Security card, etc.
To learn more, stop by any branch or call us at 703-684-1655 and ask to speak with a Mortgage Specialist.