SKIP TO MAIN CONTENT
Logo
  • Apply Today
  • Calculators
    • Payment Amortization
    • Rent Vs Own
    • Annual Percentage Rate
    • Debt Consolidation
    • Prepayment Savings
    • Early Payoff
    • Refinance Break Even
    • Tax Savings
  • MORTGAGE EDUCATION
    • WHO TO COUNT ON
    • Mortgage Checklist
    • Mortgage Basics
    • Mortgage Loan Options
    • QUESTION AND ANSWER
  • Contact Us
  • ACCOUNT Log In

Mortgage Checklist

 

The following information is usually required during the loan process:

In General...

  • Your Social Security number

  • Current pay stubs and most current W-2(s) 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

  • Copy of purchase agreement (purchase transactions only)

  • Copy of earnest money check (purchase transactions only)

  • Name and phone number of Realtor (purchase transactions only)

  • Home insurance policy information with name and number of insurance agent

 

Consider the following:

  • Do you wish to escrow for real estate taxes and homeowners insurance?

  • Do you wish to set up an automatic payment for your mortgage?


  • Company State Licenses
  • Privacy Policy

NMLS # 408547    |     MEMBER FDIC     |     EQUAL HOUSING LENDER

104 Chestnut Drive Ames, IA 50010

800-574-8123  |   info@visionbank.com

NMLS # 408547    |     MEMBER FDIC     |     EQUAL HOUSING LENDER