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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 account information
  • Auto loan account information
  • Personal loan account information
If you currently own Real Estate:
  • Mortgage account information
  • Home insurance policy information
  • Home equity account information (if applicable)
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