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Mortgage Checklist

The following information is usually required during the loan process:

  • Social Security number, date of birth
  • Current pay stubs, W2s or 1099s and federal tax returns for the past two years
  • If self employed, most recent 2 years business and personal federal tax returns
  • Bank, investment & retirement statements for the past two months (all pages)
  • Credit card, auto loan, personal loan account information

If you currently own Real Estate:

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

If purchasing a new property:

  • Fully executed Purchase & Sales Agreement
  • Real Estate Agent & Agency contact information


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