Gathering Your Paperwork

To help you to be better prepared for the mortgage application process, we have created the following Mortgage Checklist. This list will outline the basic information that will be requested. For best results, please gather the listed documentation and information prior to initiating your application.

• Social Security Number and Date of Birth *
• Previous Addresses (if at current address less than 2 years) *
• Previous Employers (if at current employer less than 2 years) *
• Income Information (pay history, etc) *
• Monthly Expense Information (regular bills and expenses)
• Asset Information (stocks, savings accounts, etc) *
• Debt Information (credit card balances, outstanding loans, etc) *
• Real Estate Owned, if applicable
• Cash to Close Information

* denotes information needed for co-borrower also, if applicable