Mortgage Checklist
The following information is usually required during the loan process:
- Name, Address, years at present address
- Your Social Security number
- Date of Birth
- Current Employer name and phone number
- Current pay stubs and your tax returns for the past two years
- W2s for past two years (if applicable)
- Bank statements for the past two months
- Investment account statements for the past two months
- Retirement account statements for the past two months
- Copy of Drivers License
- Social Security card
If you currently own Real Estate:
- Mortgage account information
- Home insurance policy information
- Home equity account information (if applicable)
