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Mortgage Checklist

The following information is usually required during the loan process:

  • Pay stub(s) - 1 full month
  • W-2 forms - last 2 years
  • If self employed, your tax returns - last two years
  • Bank statements - last 2 months (all pages)
  • Assets (stocks, bonds, 401k, IRA, etc.) - last quarterly statement
  • Copy of driver's license
  • Copy of social security card

If you currently own Real Estate:

  • Mortgage statements - all open mortgages
  • Home insurance policy information
  • Home Owners Association information (if applicable)

 

 

 

 

Primary Partners Financial
4041 MacArthur Blvd., Suite 230, Newport Beach, CA  92660
Toll Free:  (800) 963-9638
Office:  (949) 296-2500
Fax:  (949) 296-2501
Info@Primary-Partners.com
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