Mortgage Checklist

 

 The following information is usually required during the loan process:

  • Your Social Security number
  • Unexpired photo identification
  • Current pay stubs covering the last 30-day period and your last 2 years W-2s
  • If self employed, your tax returns for the past 2 years
  • Bank statements for the past 2 to 3 months
  • Investment account statements for the past 2 to 3 months
  • Retirement account statements for the past 2 to 3 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)

 

 

 

 

Michele Ballard, Loan Officer
Magna Bank
598 Sam Ridley Parkway West, Smyrna, TN  37167
Cell:  (901) 330-3885
Fax:  (901) 309-2927
michele.ballard@magnabank.com
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