mortgage checklist

You'll need several pieces of information at different points in your loan process. We've laid out the necessary documents to make your appointments with your loan officers more efficient and organized.

  • 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)