Mortgage Checklist
The following information is usually required during the loan process:
Two years of tax returns
Two years of 1099 and/or W2 earnings statements
Last 30 days of paystubs
Copy of driver’s license or passport
Last two months of bank statements or any other asset account statements (investment accounts, retirement accounts, etc.) to verify funds needed for closing
Payment information for any loans to be paid at closing
Payment information for an appraisal order
If you currently own real estate:
Mortgage account information
Home insurance policy information
Home equity account information (if applicable)