Borrower Info 2017-09-26T12:14:20+00:00

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)