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Mortgage Checklist

The following information is usually required during the loan process:

  • Current pay stubs if employed
  • W2's and/or 1099's and your federal income tax returns for the past two years
  • Bank statements for the past two months
  • Investment account statements for the past two months
  • Most recent retirement account statements

If you currently own Real Estate:

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


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