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Mortgage Checklist

The following information is usually required during the loan process:

  • Photo identification 
  • If employed, current months pay stubs and W2 statements for the past 2 years
  • 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 statement if a cash value policy
  • Retirement account statements for the past two months
  • Mortgage statement if refinancing
  • Realtor, Attorney and Insurance Agent contact information

If you currently own Real Estate: 

  • Mortgage account information
  • Home insurance policy information
  • Home equity account information (if applicable)
  • Leases if claiming income on rental properties

If you are applying for a construction loan:

  • Deed or accepted purchase offer on BOHA parcel
  • Stamped plans and specifications
  • Builder's contract
  • Permit


ABC 123 Mortgage, Inc.
901 N Broadway, Ste 21, White Plains, NY 10603, NY  10603
Office:  (914) 290-5000 Ext. 101
Fax:  (914) 764-7700
Copyright © 2020 ABC 123 Mortgage Inc.
NMLS#: 49092
Registered Mortgage Broker, NYS Banking Dept., 3rd party providers.
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