Mortgage Application Checklist

 

The following information is usually required during the mortgage 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

• Investment account statements for the past two months

• 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 / student loan account information

• Life insurance policy

If you currently own Real Estate

• Mortgage account information

• Home-owners insurance policy

• Home equity account information (if applicable)