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 
  • Life insurance policy 
  • 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 

If you currently own Real Estate:

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