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Mortgage Checklist

The following information is usually required during the loan process:

  • Your Social Security Number
  • Photo Identification
  • 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)
Carolyn Litton, Senior Loan Officer NMLS #552578
Starboard Financial Management, LLC
1010 Rohlwing Rd, Elk Grove Village, IL  60007
Direct:  (847) 261-0791
Office:  (847) 806-8357
Fax:  (866) 856-8864
carolynl@starboardfinancial.com
Copyright © 2018 Starboard Financial: NMLS 156931 | Illinois Residential Mortgage Licensee MB.6850031. Elk Grove Village, IL Branch: NMLS 1181719 | Illinois Residential Mortgage Licensee MB.6850031-002
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