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 Federal Income Tax Returns
  • 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.

Apply for a mortgage now

To learn more, stop by any branch or call us at 703-684-1655 and ask to speak with a Mortgage Specialist.

NMLSR #195335