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Mortgage Checklist

The following information is usually required during the loan process:

In General...

  • Your Social Security number

  • Current pay stubs and most current W-2(s) 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

  • Copy of purchase agreement (purchase transactions only)

  • Copy of earnest money check (purchase transactions only)

  • Name and phone number of Realtor (purchase transactions only)

  • Home insurance policy information with name and number of insurance agent

Consider the following:

  • Do you wish to escrow for real estate taxes and homeowners insurance?

  • Do you wish to set up an automatic payment for your mortgage?

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