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Loan checklist

CALL US TODAY: (984) 200-7774

Mortgage Checklist

The following information is usually required during the loan process:

  • 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.
  • Life insurance policy.
  • Retirement account statements for the past two months.
  • Make and model of vehicles you own and their resale value.
  • Credit card account information.
  • Auto loan account information.
  • Personal loan account information.

Ready for the next step?



Raleigh

location

1019 Oberlin Rd

Raleigh, NC 27605

phone

Phone: (984) 200-7774
Fax: (984) 285-7094

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