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Mortgage Checklist

Who doesn’t love a good checklist? The following information is usually required during the loan process, so you can be prepared.

Information Required

  • Social Security Numbers
  • One-year tax return with attached W-2’s. If self-employed or commission paid 2 years with attached W-2’s/1099’s may be required.
  • Current pay stubs
  • Bank statements for the past two months
  • Investment account statements for the past two months
  • Retirement account statements for the past two months
  • Make and model of vehicles owned and resale values
  • 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)

Connect With Us

Five Points Bank

(800) 576-4687

Five Points Bank of Hastings

(402) 462-2228

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