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Mortgage Checklist

The following information is usually required during the loan process:

  • Your Social Security number
  • Current pay stubs or, if self employed, your tax returns for the past two years
  • Bank statements for the past two months
  • Investment account statements for the past two months
  • Life insurance policy
  • Retirement account statements for the past two months
  • Make and model of vehicles you own and their resale value
  • Credit card account information
  • Auto loan account information
  • Personal loan account information

If you currently own Real Estate:

  • Mortgage account information
  • Home insurance policy information
  • Home equity account information (if applicable)
Robbie Miller, Branch Manager NMLS #276299
CORE Lending
109 S Harris Street, Suite 125C, Round Rock, TX  78664
Office:  (512) 785-0033
Cell:  (512) 785-0033
Fax:  (832) 442-3271
Copyright © 2018 CORE Lending a division of Goldwater Bank, NMLS# 452955
Robert "Robbie" Miller - Residential Mortgage Loan Originator
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