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Mortgage Checklist

The following information is usually required during the loan process but your loan officer will provide you with a list specific to your application:

  • Your Social Security Number
  • Copy of your driver license
  • Current pay stubs for last 30 days
  • W2s for last 2 years
  • Tax Returns for the last 2 years
  • If self employed - business tax returns for the past two years
  • Bank statements for the past two months (all pages of each stmt)
  • Investment account statements for the past two months (all pages of each stmt)
  • Retirement account statements for the past two months (all pages of each stmt)
  • Loan account information for any liabilities not listed on your credit report

If you currently own Real Estate:

  • Mortgage statement for all properties owned
  • Home insurance policy information for all properties owned
  • Property tax bill for all properties owned
  • Home Owner's Association bill for all properties owned (if applicable) 
Helms Mortgage LLC NMLS 1283399
701 Green Valley Rd Ste 208, Greensboro, NC  27408
Direct:  (336) 478-6820
Fax:  (336) 478-8505
info@helmsmortgage.com
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