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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
  • Homeowner's 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)
Copyright © 2018 Broadview Mortgage. Equal Housing Lender. Licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act license number 413-1108. Credit and collateral are subject to approval. Terms and conditions apply. This is not a commitment to lend. Programs, rates, terms, and conditions are subject to change without notice.
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