Mortgage Checklist

The following information is required during the loan process:

• Drivers License(s)
• Your Social Security card(s)
• Current pay stubs
• 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 Report Fee $50 on average. We accept Credit Cards, Debit Cards or Checks for this.

If you currently own Real Estate the following documents will be helpful to have during the loan process:

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