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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)
RAF Investment Services Inc
2643 Appian Way Suite F, Pinole, CA  94564
Direct:  (510) 223-9855
jason@rafinvestment.com
Copyright © 2017 RAF Invesment Services Inc
NMLS #339846
CA BRE # Officer 00875976
CA BRE # Broker 0133487
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