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
  • Most recent 2 years of W-2 forms or personal tax returns (if applicable)
  • Bank statements for the past two months
  • Investment account statements for the past two months
  • Retirement account statements for the past two months (if applicable)
  • Mortgage account statement if you already have a loan
  • Home Insurance policy information
  • Home equity account information (if applicable)