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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)
Dan Bengtson, Trusted Advisor - NMLS # 206404 - MN license # MN-MLO-206404
Lend Smart Mortgage, LLC NMLS #4474
7100 Northland Circle, Suite 402, Brooklyn Park, MN  55428
Toll Free:  (877) 599-2967 Ext. 241
Direct:  (952) 942-8502
Cell:  (763) 432-5273
Copyright © 2019
“Licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act.”
Lend Smart Mortgage, LLC
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