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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)
Steve Aledort, Senior Loan Officer, NMLS #329770
Rancho Financial
16456 Bernardo Center Dr., San Diego, CA  92128
Direct:  (888) 563-1070
Fax:  (858) 673-0722
saledort@ranchofinancial.com
Copyright © 2019 Skyline Financial Corp. dba Rancho Financial Nationwide Mortgage Licensing System & Registry (NMLS) Company ID # 12072, California - Licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act File No: 413-0296
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