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Mortgage Checklist

The following information is usually required during the loan process:

  • Your Social Security Number
  • Photo Identification
  • 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)
Sara Blodgett Waggoner, Loan Officer NMLS #973193
Starboard Financial Management, LLC
4145 E. Baseline Rd, Gilbert, AZ  85234
Direct:  (480) 999-7136
Cell:  (480) 395-4954
Office:  (480) 897-9777
Fax:  (888) 339-0234
sara@starboardfinancial.com
Copyright © 2018 Starboard Financial Management, LLC
NMLS 156931 | BK-0910725 | CA Licensing # 4131142 Licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act | MBL-7122 | Illinois Residential Mortgage Licensee MB.6850031 | TX SML Mortgage Banker Registration - Texas Mortgage Banker Disclosure: starboardfinancial.com/licensing | CL-156931.
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