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Mortgage Checklist

The following information is usually required during the loan 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 for all properties owned
  • Home insurance policy information for all properties owned
  • Tax Bill  for all properties owned
  • Home equity account information (if applicable)
14 One Center Ct, Franklin, NC  28734
Toll Free:  (800) 438-2265
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