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Mortgage Checklist

The following information is usually required during the loan process:

  • Current pay stubs
  • Tax returns from the past two years
  • Bank statements for the past three months
  • Investment account statements for the past three months
  • Retirement account statements for the past three months
  • Credit card account information
  • Auto loan account information
  • Personal loan account information
  • Copy of driver's license or photo id

If you currently own Real Estate:

  • Mortgage account information
  • Most recent real estate tax bill
  • Homeowners insurance policy information
  • Home equity account information (if applicable)
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