Mortgage Checklist

The following information is usually required during the loan process:
  • Name, Address, years at present address
  • Your Social Security number
  • Date of Birth
  • Current Employer name and phone number
  • Current pay stubs and your tax returns for the past two years
  • W2s for past two years (if applicable)
  • Bank statements for the past two months
  • Investment account statements for the past two months
  • Retirement account statements for the past two months
  • Copy of Drivers License
  • Social Security card
If you currently own Real Estate:
  • Mortgage account information
  • Home insurance policy information
  • Home equity account information (if applicable)
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