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Mortgage Checklist

The following information/documents are usually required during the loan process:

  • Your Social Security number
  • Two-year residence history with Landlord information
  • Two-year employment history
  • 30 days most recent  pay stubs or, if self employed, your tax returns for the past two years
  • Proof of other income, if applicable (Retirement, Social Security, Disability)
  • Bank statements for the past two months
  • Investment account statements for the past two months
  • Retirement account statements, most recent
  • Account information on all debts you currently owe

If you are refinancing, we also need:

  • Mortgage account information
  • Home insurance policy information
  • Home equity account information (if applicable)
  • Copy of HUD-1 Settlement Statement and Title Policy from your original closing

 

 
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