Mortgage Checklist

The following information is usually required during the loan process:
 

  • Your Social Security number

  • Verification of Employment with Gross income

  • Current last 30 days pay stubs (If self employed: 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)