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Mortgage Checklist

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The following information is usually required during the loan process:
  • Your Social Security Number
  • Current pay stubs 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
  • Retirement account statements for the past two months
  • Credit card balance and payment information
  • Outstanding loan balances and payment information
If you currently own Real Estate:
  • Mortgage loan and/or Home Equity loan balance and payment information
  • Home insurance policy information

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