Mortgage Checklist

 

  • Your Social Security number
  • Current pay stubs or, if self employed, your tax returns for the past two years
  • Most recent two years W-2's
  • Bank statements for the past two months, all accounts, all pages 
  • Investment account statements for the past two months, all pages
  • Retirement account statements for the past two months
  • Copy of photo id
  • Copy of cancelled earnest money check

 

  • Mortgage account information (copy of mortgage coupon or statement)
  • Homeowner's insurance declarations page
  • Home equity account information (if applicable)
  • Copy of recorded warranty deed

If you are refinancing, additional items may include:

The following information is usually required during the loan process:

Jim Cheeley , Partner/Sr. Mortgage Advisor
Lincoln Capital Advisors, LLC
16 Norcross Street, Ste 200, Roswell, GA  30075
Direct:  (678) 527-1150 Ext. 24
Cell:  (404) 993-3039
jcheeley@lincolncapitaladvisors.com
Copyright © 2010 NMLS #118012, NMLS CO #51482
Lincoln Capital Advisors, LLC
Licensed by the Georgia Department of Banking and Finance, Mortgage Lender License #19788; licensed by the Alabama State Banking Department, Mortgage Lender License #M15036; licensed by Florida Department of Financial Services, Mortgage Brokerage Business License #387008.
Privacy Policy  | Security Statement  |  Site Map