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Mortgage Checklist

The following information is usually required during the loan process:

  • Your Social Security Number
  • Current pay stubs for one month 
  • Tax returns for the past two years, all pages
  • W2s for the past two years
  • Pension, Social Security statements, if applicable
  • Bank statements for the past two months, all pages
  • Investment account statements for the past two months, if applicable, all pages
  • Retirement account statements for the past two months, if applicable, all pages
  • Executed purchase agreement and addendums, if applicable
  • If you currently own Real Estate:
  • Mortgage account information
  • Home insurance policy information
  • Property tax information
  • Home equity account information (if applicable)
  • Miscellaneous:
  • Cerrificate of Trust, if applicable
  • Divorce decree, if applicable
  • Verification of alimony and/or child support

 

 

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