Mortgage Checklist
Getting approved for a home loan can be a smooth process. This checklist will help simplify the process.
Please have the following information ready when you begin the mortgage application process. Additional information may be required to finish the home 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
- 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)
