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Mortgage Checklist

Mortgage Checklist

There are several things to gather before you begin the loan process. In order to expedite the processing of your loan, here are the items we recommend you have available. Additional items may be requested depending on your situation, but this is a great start:

  • Your Social Security number
  • Last 30 days of Current pay stubs
  • The last two years of your W2s
  • If self- employed, a copy of your signed Federal 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
  • Credit card account information
  • Auto loan account information
  • Personal loan account information
  • Any additional loan information

If you currently own Real Estate:

  • Mortgage holder account, payment and balance information
  • Hazard insurance policy information
  • Home equity account, payment and balance information (if applicable)
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