Home Is Where Your Story Begins

Entire State of New Jersey


Mortgage Checklist

The following information is usually required during the loan process:

  • Your current address, Social Security number and Date of Birth
  • 30 days most recent  pay stubs and most recent 2 years W-2 forms
  • If self employed, your tax returns for the past two years, both personal and corporate
  • Complete copies (all pages) of bank statements for the past two months
  • Investment and retirement account statements for the past two months
  • Make and model of vehicles you own and their resale value
  • Copy of fully executed sales contract for purchase
  • Contact information for your realtor and attorney:  name, address, phone, fax, email
  • Contact information to verify your employment:  name, address, phone, fax, email and length of time worked there

If you currently own Real Estate:

  • Copy of most recent mortgage and/or home equity account statement(s)
  • Copy of existing homeowners' insurance declaration page
  • Copy of recorded deed(s)


Mortgage Loan Originator