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)