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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)
Family standing in a home near a window

Start your journey home now.

Our easy online process lets you stop any time and pick up where you left off.

Apply to prequalify for a loan today This links to a third party partner website.§

New mortgages

[email protected]

Existing mortgages

Office: 855-332-6883
[email protected]


§While this link will take you to a section of the third party’s site which we manage, there are other areas of the site beyond our control. Aside from what is presented specifically on our pages, we do not accept responsibility for products or services offered on this third party’s site nor does Customers Bank necessarily support or condone any opinions or comments expressed or shared on this third party site that are not explicitly our own. Furthermore, as our own privacy policy and security policy are not applicable to this third party, we encourage you to seek out and read their policies.