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)
Denise Panza, Sr. Loan Consultant
LADD FINANCIAL
FIVE SYLVAN ROAD SOUTH, WESTPORT, CT  06880
Direct:  (203) 743-4739
Fax:  (203) 702-5995
dpanza@laddfinancial.com
Copyright © 2010 LADD FINANCIAL IS A MORTGAGE BROKER, NOT A MORTGAGE LENDER
Privacy Policy  | Security Statement  |  Site Map