Mortgage Checklist

 

 

The following information is usually required during the loan process.

  • Non-expired Government Issued Photo ID - ie. Drivers License
  • Current YTD Pay stubs
  • Past 2 years W-2s or if self employed, past 2 years of Tax returns
  • Bank statements for past two months including all pages
  • Investment account statements for past two months - all pages
  • Retirement account statements for past two months - all pages
  • Credit Card account information
  • Auto Loan account information
  • Personal Loan account information

 

 If you currently own Real Estate:

  • Mortgage Account information
  • Home Equity Account information (if applicable)
  • Home Insurance Policy information

 

 

 

Atlanta Mortgage Planners, Inc.
3535 Roswell Rd, Suite 1, Marietta, GA  30062
Office:  (770) 578-6217
Fax:  (770) 578-6218
omar@AMPmortgage.com
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