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Mortgage Checklist

The following information is usually needed during the loan application process:

  • Your Social Security Number
  • Current pay stubs and W-2's or, if self employed, your tax returns for the past two years
  • Bank statements for the past two months
  • Investment and/or Retirement account statements for the past two months
  • Information about your current obligations (e.g., Loans, Leases, Credit Cards, etc.)
  • Other information may be required in certain circumstances

If you currently own Real Estate:

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