Mortgage Checklist

Mortgage Checklist

The following information is usually required during the loan process:

  • Personal information including Social Security Number
  • Most recent pay stubs covering 30 days and including year to date totals
  • Two years tax returns including all schedules (personal, business, K-1s) starting with most recent
  • Most recent two months bank statements (all pages of all accounts) - Large deposits and/or gift funds to be verified
  • Most recent retirement/investment/pension statements covering two months or one quarter
  • Name and phone number for homeowner's insurance agent
  • Copy of state issued photo ID
  • Copy of cancelled earnest money check (if purchasing)
  • Copy of bank statement showing earnest money withdrawal (if purchasing)
  • Copy of most recent mortgage statement and addresses of all properties you own (if applicable)
  • Copy of divorce decree/child support order (if paying or receiving child support and/or alimony)
  • Landlord name and phone number (if renting)

If you currently own Real Estate:

  • Mortgage account information
  • Home insurance policy information
  • Home equity account information (if applicable)

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