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)
1st Portfolio Lending
8300 Boone Blvd. Suite 200 , Vienna, VA  22182
Office:  (703) 564-9100
bevans@firstphc.com
Copyright © 2010 1st Portfolio Lending

Licensed in Virginia (Virginia State Corporation Commission MC-4367); Maryland (Department of Labor, Licensing and Regulation #16309); Washington DC (MLB 7098)
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