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

  • Copies of the last 2 years W2s or, if self employed, business tax returns for past two years (if applicable)

  • 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

  • Child support/Alimony payment information (if applicable)

  • Copy of signed purchase and sales agreement (if applicable)

If you currently own Real Estate:

  • Mortgage account information

  • Home insurance policy information

  • Home equity account information (if applicable)

  • Copies of tax bills for county, school, etc.

  • Leases for properties that are used as rentals