Mortgage Checklist

Whether you're buying your first home or your last, we'll need a few things from you to get started:


  • Personal information including your Social Security Number and date of birth
  • Income information (pay stubs, tax returns, W-2 forms)
  • Name and phone number for homeowner’s insurance agent
  • State issued photo ID


If you already own real estate, we'll also need:


  • Mortgage account information
  • Home insurance policy information
  • Home equity account information
person receiving keys to home