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Mortgage Checklist

The following information is usually required during the loan process:

  • For Home Purchase, Fully executed Contract with all addendums
  • Copy of Earnest Money Check
  • Copy of Drivers License and Social Security Card
  • Current pay stubs (covering a full 30 day period with Year To Date figures)
  • If Self Employed, your Personal Tax returns for the past two years including all Schedules
  • Bank statements for the past two months (must include all pages)
  • Investment account statements for the past two months (must include all pages)
  • Retirement account statements for the past two months (must include all pages)
  • Contact information for the Homeowner's Insurance Agent you plan to use

If you currently own Real Estate:

  • Current Mortgage(s) statement(s) and/or loan # with Contact information
  • Current Home insurance policy information
  • Current Survey (if applicable)
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