THE TOOLS

Need printed copies? Contact your local MBH office!

Important Document Checklist

Before you start packing, you’ll want to be sure to have a safe place for everything you need for your closing.

What Information Will You Be Asked for Through The Secure Document Portal?

• Social Security Number
• Drivers’ License or Legal Form of Identification
• Date of Birth
• HOA Information
• Confirm Lender Information
• Marital Status
• Citizenship
• How Will You Take Vesting
• Property Survey Preference
• Current Address / Forwarding Address
• Notification Of Closing Using a Power of Attorney (NOTE: Let your MBH representative know this right away!)

In addition to the information you’ll need to input into the secure document portal, you may need to bring the following to your closing:

• All settlement documents and title policies from any properties you’ve owned (Including the property you are currently selling)
• Legal Photo Identification   NOTE: Your lender may require 2 forms of identification
• Check Book
• Copy of checks written for your earnest money deposit
• Canceled checks for your mortgage or rental payments (last 12 months)
• Bank statements for all accounts; savings, investments, retirement (last 12 months)
• Separation agreements or divorce decrees
• Pay statements for the last three months
• Completed tax returns for the last two years (with W2s)
• Buyer Key Contact List

Purchasing as a Trust, LLC or Corporation?
Make sure to have your documentation available to be reviewed by your MBH team!

Download The Checklist