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Amarillo - Downtown Branch:
Donna Cooper
 
Amarillo - Soncy Branch:
Cindy Hanson
 
Amarillo - Georgia Branch:
Donna Donnell
 
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Home Loan Checklist
Please provide copies of the following documents to ensure an on-time and speedy closing of your home loan.
 
 Payroll Income Documentation:
  • Pay stubs, most recent 2 months (must include year-to-date earnings)
  • W-2’s, most recent 2 years
  • Personal tax returns, most recent 2 years* (K-1’s if applicable)
  • Business tax returns, most recent 2 years* (K-1’s if applicable)
 
Retirement and/or Social Security Income:
  • Social Security award letter, most recent year
  • 1099’s or retirement letter(s)
 
Asset Verification:
  • Bank statements, most recent 2 months (all depository accounts)
  • Retirement account statement(s), most recent 2 months
  • Investment account statement(s), most recent 2 months (i.e. Mutual funds, stocks/bonds, IRA’s…etc.)
 
Identification Documents:
  • Borrower & co-borrower driver’s licenses* (*if applicable)
  • Social security number
 
Additional Items for Purchase Transactions:
  • Executed settlement statement or closing document on recent/existing home sale*  (*if applicable)
  • Gift fund documentation* (*if applicable)
 
Additional Items for Refinance Transactions:
  • Current homeowner’s insurance policy
  • Mortgage statement, most recent
  • Survey
 
Items that may be required where applicable:
  • Real Estate sales contract for new home purchase
  • Copy of earnest money check
  • Real Estate sales contract for existing home if under contract*  (*if applicable)
  • Fully executed divorce decree
  • Child support payment history, most recent year
 
 
 Additional documentation may be requested during the application process.
Happy State Bank Mortgage - Operations Center
3423 Soncy, 3rd Floor, Amarillo, TX  79119
Direct:  (806) 359-8811
MortgageGroup@happybank.com
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