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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)
Patrick Thomas Magee, Partner NMLS #113044
Bridgewater Capital, Inc.
2108 South Blvd. Ste. 209, Charlotte, NC  28203
Direct:  (704) 333-4500
Cell:  (704) 778-7347
Copyright © 2019 Bridgewater Capital, Inc.
NMLS# 84896
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