top of page
Mortgage Checklist
The following information is usually required during the loan process:
-
Your Social Security Number
-
Current pay stubs 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
-
Life insurance policy
-
Retirement account statements for the past two months
-
Make and model of vehicles you own and their resale value
-
Credit card account information
-
Auto loan account information
-
Personal loan account information
If you currently own Real Estate:
-
Mortgage account information
-
Home insurance policy information
-
Home equity account information (if applicable)
bottom of page