Mortgage Checklist

The following information is usually required during the loan process:

• Drivers License(s)
• Your Social Security card(s)
• Current pay stubs
• 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(s)
• 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 the following documents will be helpful to have during the loan process:

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