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Mortgage Checklist

The following information is usually required during the loan process:

  • 2 year residence history
  • 2 year work history
  • Your Social Security Number and birthdate
  • Copy of Drivers license or Passport to satisfy Patriot Act
  • Current pay stubs and last 2 years W-2's
  • Tax returns for the past two years
  • Tax returns for business for last 2 years for any company which you own 25%
  • Bank statements for the past two months
  • Investment account statements for the past two months
  • Retirement account statements for the past two months
  • Credit card account information
  • Personal loan account information

If you currently own Real Estate:

  • Mortgage statement including taxes and insurance
  • HOA statement if applicable
  • Home equity account or second mortgage information if applicable
Bond Mortgage, LLC NMLS 1587882
318 Seaboard Lane, Suite 310, Franklin, TN  37067
Office:  (615) 716-7088
Copyright © 2020 Bond Mortgage, LLC.
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