Learning & Resource Center
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Mortgage Checklist

The following information is usually required during the loan approval process:
  • Your Social Security number
  • Current pay stubs or, if self-employed, your tax returns for the past two years
  • Bank statements for the past two months
  • Investment account statements for the past two months
  • Retirement account statements for the past two months
  • 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)

Additional documentation will not be requested/required until the Loan Estimate has been considered delivered per T.R.I.D. (1026.19(e)(2)(III)