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)