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Mortgage Checklist

The following information is usually required during the loan process:

  • Pay stubs dated within 30 days 
  • Complete tax returns for the past two years
  • Most recent 2 years W-2's
  • Bank statements for the past two months - all pages
  • Quarterly investment account statements or most recent two months - all pages
  • Quarterly retirement account statements or most recent two months - all pages

If you currently own Real Estate:

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