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Mortgage Checklist

The following information is usually required during the loan process:

  • Your Social Security number
  • W-2’s for past two years
  • Current pay stubs
  • Federal Tax Returns for past two years (all pages)
  • Bank statements for the past two months (all pages)
  • Investment account statements for the past two months (all pages)
  • Retirement account statements for the past two months (all pages)
  • Make and model of vehicles you own and their resale value
  • Credit card account information
  • Auto loan account information
  • Student 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)

 

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