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Mortgage Checklist

mortgage checklist

loan process requirements

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
  • Divorce decree (if applicable)
  • Retirement account statements for the past two months
  • Bankruptcy schedules/Discharge papers (if applicable)
  • Personal loan account information

If you currently own Real Estate, your mortgage checklist might include the following as well:

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

Ready to talk?

We’re available 7 days a week. Give us a call at (636) 861-3279.