Mortgage Checklist

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The following information is usually required during the loan process:

  • Your Social Security Number
  • Photo identification
  • Pay stubs from the last 30 days
  • Last two years of w2 forms
  • Last two years of full tax returns
  • If self-employed, your tax returns for the past two years
  • Bank statements for the past two months
  • Proof of current residence payment obligation
  • Investment account statements for the past two months
  • Homeowner's insurance contact information
  • Life insurance information
  • 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
  • Fully executed purchase agreement

If you currently own Real Estate:

  • Mortgage account information
  • Home insurance policy information
  • Home equity account information (if applicable)