Web Content Display (Global)

Mortgage Checklist

Web Content Display (Global)

The following information is usually required during the loan process:
  •  Your Social Security Number
  •  Current pay stubs
  •  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
  •  Divorce Decree (if applicable)
  •  Prior Bankruptcy Documentation (if applicable)
If you currently own real estate:
  •  Your Mortgage account recent statement
  •  Home insurance policy information
  •  Home equity account information (if applicable)
  •  Copy of your current note (if you are refinancing)
For purchase transactions (some of these items won't be applicable until you have a property under contract):
  •  The Purchase Contract
  •  Copy of your canceled Earnest Money Deposit Check