Your Mortgage Checklist

The following information is typically required during the Mortgage Loan Process:

  • Social Security Number(s) for all borrower(s)

  • Current Paystubs and previous 2 years of W-2s for all borrower(s)

  • If self-employed, most recent 2 years tax returns including all pages and schedules

  • Bank Statements for the previous two months

  • Investment Account Statements for the previous two months

  • Retirement Account Statements for the previous two months

  • Credit Card Account Information

  • Auto Loan Account Information

  • Personal Loan Account Information

  • Signed Executed Purchase Contract (if purchasing a home)

If you currently own Real Estate, please also have the following available:

  • Current Mortgage Account Statement/Information

  • Home Insurance Policy Information - or name and contact number of insurance agent

  • Home Equity Account Information (if applicable)

  • County Property Tax Statement (if applicable)