Mortgage Checklist to Assist You


The following information is usually required during the loan process:
  • Pay stubs for the past 30 days
  • W-2 forms for the past 2 years
  • If self-employed, all pages of tax returns for the past 2 years
  • All pages of your bank statements for the past 2 months
  • All pages of your investment account statements for the past 2 months
  • All pages of your retirement account statements for the past 2 months
  • Proof of any supplemental income
  • Legible copy of your social security card
  • Legible copy of your driver’s license
  • 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)