Mortgage Checklist

 

 

The following information is usually required during the loan process:

  • Your Social Security number
  • Current pay stubs (one month's worth) and 2 Years W-2's or, if commissioned, your tax returns (all pages) for the past two years
  • If self-employed, past two years tax returns (all pages) and a year-to-date profit and loss statement
  • Bank statements for the past two months (all pages)
  • Investment account statements for the past two months (all pages)
  • Retirement account statements for the past two months (all pages)
  • Make and model of vehicles you own and their resale value
  • 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)

 

 

 

 

DOUGLAS MORTGAGE SERVICES, INC
4000 LEGATO RD, Suite 230, FAIRFAX, VA  22033
Direct:  (703) 818-1330
jdouglas@douglasmortgageservices.com
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