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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)
Lonna Espedal, Certified Mortgage Advisor NMLS #501975
American Mortgage & Equity Consultants, Inc.
200 Coon Rapids Blvd., Suite #225 , Coon Rapids, MN  55433
Cell:  (763) 528-3200
Office:  (763) 235-7664
Fax:  (763) 235-7674
Copyright © 2018 NMLS 501975
Corporate NMLS #150953
Branch NMLS #793361
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