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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
  • Retirement account statements for the past two months
  • Make and model of vehicles you own and their resale value
  • Credit card account information (we will pull this from your credit report)
  • Auto loan account information (we will pull this from your credit report)
  • Personal loan account information (we will pull this from your credit report)
  • Copy of Drivers License and Social Security Card
  • Divorce Decree (if applicable)
  • VA Loans - DD214 & Certificate of Entitlement (we can order COE for you)

If you currently own Real Estate:

  • Mortgage account information (mortgage statement on all real estate loans)
  • Home insurance policy information
  • Home equity / second lien account information (if applicable)

 

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