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Mortgage Checklist

The following information is usually required during the loan process:

  • Copy of Driver’s License
  • Current pay stubs
  • Tax returns for the past two years
  • Asset statements. Two most recent months for all accounts being used for down payment, costs and reserves.

If you currently own Real Estate:

  • Most recent mortgage or HELOC account statement.
  • Home insurance policy information

There may be other items necessary on a case by case basis. Your loan officer will advise you to what is needed to apply for jumbo loans and other financing options.

 

. Contact our team of mortgage loan specialists today to learn more! We proudly accept clients from the communities of Southington, New Haven, Middletown, Branford, Madison, CT and beyond!

 

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