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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
  • Retirement account statements for the past two months

If you currently own Real Estate:

  • Mortgage account information
  • Home insurance policy information
  • Home equity account information (if applicable)
Assurance Financial
7600 Hwy 72 W. Suite 203, Madison, AL  35758
Direct:  (256) 325-8944
Fax:  (256) 274-4084
wtucker@lendtheway.com
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