Mortgage Checklist

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The following information is usually required during the loan process:

  • Your Social Security number

  • Current pay stubs and your tax returns for the past two years with W-2's

  • Bank statements for the past two months

  • Investment account statements for the past two months

  • Retirement account statements for the past two months

  • Credit card account information

  • Auto loan account information

  • Personal loan account information

  • Home insurance policy information

If you currently own Real Estate:

  • Mortgage account information

  • Home equity account information (if applicable)