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Mortgage Checklist

The following information is usually required during the loan process:

  • Your Social Security Card
  • Current pay stubs or, if self employed, your tax returns for the past two years
  • W-2's for the past two years
  • Bank statements for the past two months
  • Investment account statements for the past two months
  • Retirement account statements for the past two months
  • A state or Federally issued Photo ID
  • A purchase and sale agreement or contract
  • A signed loan application and disclosures (provided by your Loan Officer)

If you currently own Real Estate:

  • Mortgage statement
  • Home Equity Line statement or note
  • Homeowner's insurance policy information
  • Flood Insurance policy information (if applicable)
  • Contact information for your insurance agent
  • Contact information for your Homeowner's Association
John Norton, Regional Executive NMLS #197570
Georgia Banking Company
7400 Carmel Executive Park Dr, Charlotte, NC  28226
Cell:  (704) 953-3571
jnorton@geobanking.com
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