Mortgage Checklist


The following information is usually required during the loan process:

  • Name, address,┬áSSN
  • Current pay stubs or, if self employed, 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
  • Photo ID

If you currently own Real Estate:

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

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