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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)
Tom F. Murphy, Mortgage Loan Originator NMLS #208320
Capital Pacific Home Loans
2300 Contra Costa Blvd. Ste 150, Pleasant Hill, CA  94523
Direct:  (415) 272-2012
Office:  (925) 271-4492
Copyright © 2019 Capital Pacific Home Loans A Division of Goldwater Bank, N.A.
NMLS #452955
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