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Mortgage Checklist

The following information is usually requested 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)
Rachael Neville, Residential Mortgage Loan Originator, NMLS 1216003
Expedient Mortgage NMLS #1210057
4630 N. Loop 1604 West, Ste. 115, San Antonio, TX  78249
Office:  (210) 738-2244
Copyright © 2019 Expedient Mortgage, NMLS #1210057
dba of Thrive Mortgage, LLC
Texas Mortgage Banker NMLS #268552
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