Mortgage Checklist

A person checking boxes with a pen

The following information is usually required during the loan process:

  • Your Social Security number
  • 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
  • Retirement account statements for the past two months
  • Credit card account information
  • Auto loan account information
  • Personal loan account information

If you currently own Real Estate: 

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