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Mortgage Checklist

The following information is usually required during the loan process:

  • Your Social Security Number
  • Current pay stubs and W-2's for last two years or if self employed, your full tax returns for the past two years
  • Bank statements for the past three months
  • Investment account statements for the past three months
  • Retirement account statements for the past three months
  • 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)
  • Property Tax Information (last paid tax receipts)
  • Copy of the deed to property
  • Copy of the survey to property


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Contact Information
Direct: (315) 781-2945
Email: Send Email
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