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Mortgage Checklist

The following information is required during the loan process:

  • Your Social Security number
  • Current pay stubs or, if self employed, your tax returns for the past two years
  • W'2's for past 2 years
  • Bank statements for the past two months
  • Investment account statements for the past two months
  • Picture ID

If you currently own Real Estate:

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