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Mortgage Checklist

The following information is usually required during the loan process:

  • Your Social Security Number
  • Current pay stubs for the most recent month
  • Tax returns for the most recent two years
  • W2s and 1099s for the most recent two years
  • Bank statements for the most recent two months (all pages)
  • Investment account statements for the most recent two months
  • Retirement account statements for the most recent two months
  • Copy of driver's license (all borrowers)
  • Divorce decree/separation agreement (if applicable)

If you currently own Real Estate:

  • Mortgage statement
  • Home insurance policy information
  • HOA dues
  • Home equity account information (if applicable)
  • Executed sales contract (if selling the home)
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