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Mortgage Checklist

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Mortgage Checklist 

If you have any questions or would like more information about mortgage checklist please Contact Us. If you are planning on buying your next dream home visit our Home Buying page or if you are planning to sell your home visit our Home Selling page.

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)