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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)
Jeffrey Goodman, President
JKG & Associates, LLC
1800 Avenue of the Stars, Suite 685, Los Angeles, CA  90067
Direct:  (310) 552-5333
Fax:  (310) 691-2384
Copyright © 2019 JKG & Associates, LLC
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