Mortgage Checklist

Be prepared when it's time to apply for a mortgage

Applying for a mortgage can be overwhelming.  But don't worry - we're ready to help.  That's why we are providing you with a helpful checklist of the information that we recommend you have readily available when you're ready to begin your mortgage application:

  • Your Social Security number
  • Current, valid Driver's License
  • Current pay stubs (for the past month) or, if self-employed, your tax returns for the past two years
  • W-2's for the past two years
  • Bank statements for the past three months
  • Investment account statements for the past three months
  • Retirement account statements for the past three months
  • Credit card account information

In addition, you will need this information if you currently own real estate:

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