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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
     
  • Investment account statements for the past two months
     
  • Life insurance policy
     
  • 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 loan account information


If you currently own real estate, you will also need the following information:

  • Mortgage account information
     
  • Home insurance policy information
     
  • Home equity account information (if applicable)
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