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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)


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Natalie Rathell
1st Financial, Inc. (NMLS#185076, nmlsconsumeraccess.org)
1111 Benfield Blvd #106, Millersville, MD  21108
Office:  (410) 841-5330 Ext. 803
Fax:  (443) 333-4687
Copyright © 2018 1st Financial, Inc.
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