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Mortgage Checklist

The following information is usually required during the loan process.

Identification:

  • Your social security number

Assets:

  • Bank statements for past two months
  • Investment account statements for past two months
  • Life insurance policy
  • Retirement account statements for past two months
  • Make/model of vehicles you own along with their resale value

Liabilities:

  • Credit card account information, including balance & monthly payment
  • Auto loan account information, including balance & monthly payment
  • Personal loan account information, including balance & monthly payment

Incomes:

  • Current pay stubs and W2, or if self employed, past two years of tax returns 

If you currently own Real Estate:

  • Mortgage account information, including balance & monthly payment
  • Home equity account information, including balance & monthly payment (if applicable)
  • Home insurance policy information