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Mortgage Checklist

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
  • Life insurance policy
  • Retirement account statements for the past two months

If you currently own Real Estate:

  • Mortgage account information (current mortgage statement)
  • Home insurance policy and property tax information
  • HOA Information
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