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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 (make sure to have all pages). Large deposits must explained and fully documented
  • Investment account statements for the past two months
  • Retirement account statements for the past two months
  • Personal loan account information
  • Other obligations like alimony, child support, or retirement loans
  • Photo ID

If you currently own Real Estate:

  • Mortgage statement
  • Home insurance policy
  • Home equity account information (if applicable)
  • Property and school tax bills

Other documentation may be necessary depending your individual situation.

Fairway Mortgage Services
66 Gretna Road, Pleasant Valley, NY  12569
Toll Free:  (800) 640-8929
Office:  (845) 635-4670 Ext. 111
Cell:  (914) 475-2789
Fax:  (866) 841-5595
jim@fairwaymtgservices.com
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Registered Mortgage Broker NYS DFS
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