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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
  • Make and model of vehicles you own and their resale value
  • 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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NMLS Company ID: 40561 (www.nmlsconsumeraccess.org)
Delaware Lender License #: 019663
District of Columbia Mortgage Lender License: MLB40561
Florida Mortgage Lender License #MLD1150
Georgia Mortgage Residential Licensee, License # 40584
Maryland Mortgage Lender License: 19401
North Carolina Mortgage Lender License: L-111612
South Carolina Mortgage Lender / Servicer License: MLS-40561
Tennessee Mortgage Lender License: 110359
Licensed by the Virginia State Corporation Commission: MC5393