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