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Mortgage Checklist

The MORTGAGE CHECKLIST includes most of the information that you and any coborrower will need to supply.

Social Security Number
Driver's License


Most recent pay stubs that show year-to-date earnings for a one month timeframe.

W-2 Tax Forms
Original copies sent to you by the Internal Revenue Service for the past two years.

Employer Information
Names, addresses, and telephone numbers of employers for the past two years

Account Information
Account numbers and current balances of checking, savings, and any other accounts.
All pages of account information for the past 2 months.

Current Assets
Individual Retirement Accounts (IRAs), CDs, stocks, bonds, etc.
Personal Property

Value of property that can include life insurance, retirement accounts, etc.

Current and Previous Addresses
If you own a home: the property address, current market value, mortgage lender name, account number, current monthly mortgage payment and outstanding mortgage balance. It is best if you can provide a recent mortgage statement.
If you're renting: Bring the property address, name and address of the
landlord, current monthly rent, and previous address/landlords if you've lived in your current address for less than two years.

Agreement to Purchase
A signed copy and any amendments, a copy of the listing form for the
property, the legal description of the property, and receipts for or down payment deposits.


7890 East Kemper Road • Cincinnati, OH 45249 • FAX:301.222.0862 • TOLL: 866.877.4282
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