Mortgage Checklist

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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