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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)
Contact Information
Timothy Kay
Residential Mortgage Loan Originator, NMLS 994912
Direct: (972) 818-3818
Cell: (972) 754-3204
Email: Send Email
Timothy Kay, Residential Mortgage Loan Originator, NMLS 994912
Great Western Financial Services Inc, NMLS 82156
5408 W Plano Pkwy, Plano 9728183818, TX  75093
Direct:  (972) 818-3818
Cell:  (972) 754-3204
tkay@gwloans.com
Copyright © 2019 Great Western Financial Services, Inc. NMLS 82156
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