Mortgage Checklist

A mortgage loan originator will need several thing to get you approved for a home mortgage loan.  Once you have gathered items you will fill out a application in which the following information will needed to make process move forward smoothly.

The following information is usually required during the loan process:

  • Your Social Security number
  • 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)

Fill out Pre-Qualification Form to get lender your basic information and get process started TODAY.

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