Fully documented

A fully documented loan may require:

Mortgage Checklist

The following information is usually required during the loan process.

Identification

  • Your social security number
Assets
  • Bank statements for past two months
  • Investment account statements for past two months
  • Retirement account statements for past two months
Liabilities
  • Credit card account information, including balance & monthly payment
  • Auto loan account information, including balance & monthly payment
  • Personal loan account information, including balance & monthly payment
Incomes
  • Current pay stubs and W2, or if self-employed, past two years of tax returns
If you currently own Real Estate
  • Mortgage account information, including balance & monthly payment
  • Home equity account information, including balance & monthly payment (if applicable)
  • Home insurance policy information