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Mortgage Checklist

The following information is usually required during the loan process:

  • Your Social Security Number
  • Two most recent pay stubs or, if self employed, your tax returns for the past two years
  • W-2's
  • Bank statements on asset accounts for the past two months (i.e. checking, savings, CD's, IRA's, 401k, investment, etc)
  • Life insurance cash value, if any
  • Make and model of vehicles you own and their resale value
  • Credit card account information
  • Auto loan account information
  • Personal loan account information
  • Value of any businesses owned

If you currently own Real Estate:

  • Mortgage account information
  • Home owners insurance policy information
  • Real estate property tax information
  • Home equity account information (if applicable)\
  • Current loan balances and payment amounts on any loans outstanding
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