Mortgage Checklist
The following information is usually requested 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:
• Mortgage account information
• Home insurance policy information
• Home equity account information (if applicable)