Mortgage Checklist
Preparing for Your Mortgage Application.
To help make the mortgage process as smooth as possible, please have the following information available when meeting with your Mortgage Loan Originator.
Required Information
- Social Security Number
- Current pay stubs, or if self-employed, federal tax returns for the past two years
- Bank statements for the past two months
- Homeowners insurance policy information
Additional Information That May Be Requested
- Investment account statements for the past two months
- Retirement account statements for the past two months
- Credit card account information
- Auto loan account information
- Personal loan account information
If You Currently Own Real Estate
Please be prepared to provide:- Mortgage account information
- Homeowners insurance policy information
- Home equity loan or line of credit information (if applicable)
Questions About Getting Started?
Our Mortgage Loan Originators are here to help guide you through the home financing process. Contact us if you have questions about the documents needed for your mortgage application.