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
  •     Copy of social security card and driver’s license
  •     Credit card account information
  •     Auto loan account information
  •     Personal loan account information

If you currently own Real Estate:

  •     Mortgage account information (please provide current mortgage statement)
  •     Home insurance policy information
  •     Home equity account information (if applicable)
  •     Current tax bill
  •     Homeowner’s declaration page
  •     Copy of mortgage note

You can click HERE to open a PDF file of your mortgage checklist to print.