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Mortgage Checklist

The following information is usually required during the loan process:

  • Social Security Card
  • Drivers License
  • Current pay stubs (30 days)
  • Tax returns for the past two years and W2's
  • Bank statements for the past two months
  • Investment account statements for the past two months
  • Retirement account statements for the past two months

If you currently own Real Estate:

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