MORTGAGE CHECKLIST

The following information is usually required during the loan process:

  • Your Social Security number
  • Pay stubs covering the most recent one-month period and showing year-to-date earnings and deductions
  • Most recent 2 months' bank statements – checking, savings, investments, retirement accounts, etc.
  • Current monthly payments and balances for installment, revolving loan accounts

If you currently own Real Estate:

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

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