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Mortgage Checklist

As you work to get a loan during your home-buying journey, the following information will be helpful to have.

If you’re a first time buyer:

  • 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
  • Retirement account statements for the past two months
  • 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)

Start your journey home now.

Apply to prequalify for a loan today. Our easy online process lets you stop any time and pick up where you left off.

Start application

Want to connect with our expert mortgage brokers?

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