636-861-3279 Tuesday - Feb 28, 2017

Mortgage Checklist

The following information is usually required during the loan process:

  • Your Social Security number
  • Copy of Purchase Sales contract or Offer to Purchase and all addenda (signed by buyer and seller)
  • 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
  • Life insurance policy
  • Divorce decree (if applicable)
  • 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
  • Bankruptcy schedules/Discharge papers (if applicable)
  • Personal loan account information

If you currently own Real Estate:

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