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Mortgage Checklist

The following information is usually required during the loan process:

  • Your Social Security Number
  • Current pay stubs
  • Personal tax returns for the past two years, business returns also if applicable
  • W2s for past 2 years
  • Bank statements for the past two months
  • Most recent investment account statement(s)
  • Most recent retirement account statement(s)

If you currently own Real Estate:

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