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Mortgage Checklist

The following information is usually required during the loan process:

  • Most recent 30 day paystubs
  • Most recent two years W2 forms
  • Most recent two years federal tax returns (1040)
  • If self employed, most recent business tax returns for the past two years
  • Bank statements for the past two months
  • Investment account statements for the past two months
  • Retirement account statements for the past two months
  • 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
  • Real Estate Tax information
  • Home equity account information (if applicable)
  • Home owners association information (if applicable)
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