Mortgage Loan Checklist

Please Click HERE for our Printable Check List

The following information is usually required during both the refinance and purchase loan process:

  • Current pay stubs or, if self employed, your tax returns for the past two years (all pages) 
  • Bank statements for the past two months (all pages)
  • Investment account statements for the past two months (all pages)
  • Retirement account statements for the past month (all pages)
  • Credit card account information (for appraisal)
  • Copy of valid photo ID

  For Refinances or If you currently own other Real Estate:

  • Mortgage account information (Mortgage Statement)
  • Home insurance policy information including phone number of agent 
  • Home equity account information (if applicable)
  • Puchae date, price and if rented, rental info.

For Purcahses:

  • Purcahse contract
  • Date of closing
  • Realtor’s contact info
  • If you have a preferance of Home Insurance companies


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Mortgage Atlanta, LLC. 601 Woodlawn Dr,, Suite 340. Marietta GA 30067. Phone: 678-564-1522 info@mortgage-atlanta.com

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