Mortgage Checklist
A helpful list of what you will need to get started!
Mortgage Checklist
The following information is typically required during the mortgage loan approval process and having this information readily available will help you get off to a smooth start:
- Your Social Security Number(s)
- Current pay stubs or, if self-employed, your 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
- 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:
- Mortgage account information
- Home insurance policy information
- Home equity account information (if applicable)
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Routing Number: 071108407 | Member FDIC | Equal Housing Lender | NMLS# 571147
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