Mortgage Checklist


The following information is usually required during the loan process:

  • Driver's License
  • Social Security Card
  • Most current 2 pay stubs
  • Tax returns & W 2's for the past two years (if self-employed past two years business returns)
  • Bank statements for the past two months
  • Investment account statements for the past two months
  • Retirement account statements for the past two months
  • Divorce Decree (if applicable)
  • Bankruptcy Papers (if applicable)
  • If applying for a VA loan:  DD214, Discharge Papers, Commanding Officer & Contact Information for a verification of employment for the US Military


If you currently own Real Estate:

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