Mortgage Checklist

The following information is usually required during the loan process:

  • Your Social Security number

  • One month of current pay stubs

  • W-2s for past two years

  • Federal Tax Returns with all schedules for the past two years

  • Bank statements for the past two months

  • Investment account statements for the past two months or latest quarter.

  • Life insurance policy

  • Retirement account statements for the past two months or latest quarter

If you currently own Real Estate:

  • Mortgage account information

  • Home insurance policy information

  • Home equity account information (if applicable)

  • For condos documentation for the amount of HOA dues owed.