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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
  • 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

If you currently own Real Estate:

  • Mortgage account information
  • Home insurance policy information
  • Home equity account information (if applicable)
Jamie Larkin, Mortgage Advisor CRMS, MMS NMLS #285234, 67393
American Mortgage & Equity Consultants, Inc.
4511 Allendale Drive, White Bear Lake, MN  55127
Office:  (651) 484-1474
Cell:  (612) 306-3004
Copyright © 2019 NMLS 285234
Corporate NMLS ID 150953
Branch NMLS ID 870262
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