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Mortgage Checklist

The following information is usually required during the loan process:

  • Your Social Security Number
  • Most recent pay stubs 
  • Most recent bank statements 
  • W-2's for the past 2 years for all borrowers
  • Complete tax returns for the past 2 years, including all schedules

If you currently own Real Estate:

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