Process Checklist

Our mortgage experts will usually ask you for the following:

• Your Social Security number
• Current pay stubs or, if you’re self-employed, your tax returns for the past two years
• Bank statements for the past two months
• The past two months’ statements for any investment accounts
• The past two months’ statements for any retirement accounts
• The make, model, and resale value of any vehicles you own
• Credit card account information
• Information about any auto loans
• Information about any personal loans