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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)
Jerrett Morris, Residential Mortgage Loan Originator, NMLS 184226
Home Source Finance NMLS #1135193
1825 Market Center Blvd Suite 160, Dallas, TX  75207
Office:  (972) 385-1300 Ext. 106
Fax:  (888) 520-7123
Copyright © 2018 Home Source Finance
dba of Thrive Mortgage, LLC
Texas Mortgage Banker NMLS #268552
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