• Tel: (281) 300-5260
    Email: answers@joelovrek.com

  • Mortgage Checklist

  • The following information is usually required during the loan process.

    Identification:

    • Your social security number

    Assets:

    • Bank statements for past two months
    • Investment account statements for past two months
    • Life insurance policy
    • Retirement account statements for past two months
    • Make/model of vehicles you own along with their resale value

    Liabilities:

    • Credit card account information, including balance & monthly payment
    • Auto loan account information, including balance & monthly payment
    • Personal loan account information, including balance & monthly payment

    Incomes:

    • Current pay stubs and W2, or if self employed, past two years of tax returns

    If you currently own Real Estate:

    • Mortgage account information, including balance & monthly payment
    • Home equity account information, including balance & monthly payment (if applicable)
    • Home insurance policy information