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Mortgage Checklist


Mortgage Checklist

The following information is usually required during the loan process:

  • Your Social Security number and date of birth
  • Most Recent paystub
  • Most Recent 2 yrs W2 forms from all employers
  • Most recent 2 years Federal Tax Return with all schedules
  • Bank statements for the past two months with all pages
  • Investment account statements for the past two months, if applicable 
  • Retirement account statements for the past two months, if reserves are needed 
  • Your drivers license

If you currently own Real Estate:

  • Mortgage account information
  • Home insurance policy information
  • Home equity account information (if applicable)
  • Tax Information on the home
  • Rental lease if property is a rental home
Derek Neher NMLS License # 135746, Executive Vice President NMLS #135746
Great Lakes Mortgage Financial
49857 Grand River Ave. Ste A, Wixom, MI  48393
Direct:  (734) 422-5200 Ext. 7681
Cell:  (810) 533-2342
Fax:  (734) 943-6213