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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)
Copyright © 2017 Summit Funding, Inc. NMLS ID# 3199
210 E. Broadway Blvd. Tucson, AZ 85701, Branch NMLS ID# 1165964
6760 Oracle Road, Suite 130 Tucson AZ 85704, Branch NMLS ID# 1196507
2390 E Camelback Road, Suite 204 Phoenix AZ 85016, Branch NMLS ID# 1245433
10607 N. Hayden Road, Suite 100 Scottsdale AZ 85260, Branch NMLS ID# 1255802
1400 East Southern Ave., Suite 100 Tempe AZ 85282, Branch NMLS ID# 1255800
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