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Mortgage Checklist

  • Address to your current place of residence for the past two years

  • Social Security numbers (and your spouse’s, if applying together)

  • Names and location of your employers for the past two years

  • Pertinent information for all checking and savings accounts

  • Current loan information, including auto, home equity, credit cards

  • Complete information on any other real estate you own

  • Gross monthly salary at your current job(s)

  • Certificate of Eligibility and DD-214 (veterans only)

  • Current check stubs and your W-2 forms for the past two years

  • Tax returns for the past two years and current income statement

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