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)