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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)

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