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Mortgage Checklist

The following information is usually requested 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)
Brian Beatty, Residential Mortgage Loan Originator, NMLS #299931
Thrive Mortgage, NMLS #286020
5601 Granite Parkway, #550-B, Plano, TX  75024
Office:  (877) 409-3382
Cell:  (214) 448-4641
Fax:  (469) 287-5800
brian.beatty@thrivemortgage.com
Copyright © 2018 Thrive Mortgage, LLC
Texas Mortgage Banker NMLS #268552
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