• Mortgage Checklist

  • The following information is usually required during the loan process:

    • Copy of Driver’s License
    • Current pay stubs
    • Tax returns for the past two years
    • Asset statements. Two most recent months for all accounts being used for down payment, costs and reserves.

    If you currently own Real Estate:

    • Most recent mortgage or HELOC account statement.
    • Home insurance policy information

    There may be other items necessary on a case by case basis. Your loan officer will advise you to what is needed.

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