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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)
OPTIMA HOME MORTGAGE
7515 BERGENLINE AVE., N BERGEN, NJ  07047
Toll Free:  (800) 320-1904
info@optimahomemortgage.com
Copyright © 2010 Optima Home Mortgage is a Loan Resource Center Inc. Company. Licensed Correspondent Mortgage Banker, New Jersey Department of Banking and Insurance Corporate Office 7515 Bergenline Avenue North Bergen, NJ 07047 800-320-1904
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