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Mortgage Checklist

The following information is usually required during the loan process:

Income

  • Most  Current pay stubs covering 30 days
  • W-2's for past two years and Tax Returns for the past two years
  • Self employed, Tax Returns for the past two years

Assets

  • Bank statements for the past two months (Showing funds for closing)
  • Retirement account statements for the past two months

Identification

  • Copy of Drivers License
  • Copy of Social Security Card

If you currently own Real Estate:

  • Mortgage account information (Request Payoff)
  • Home insurance policy information
  • Home equity account information (if applicable)
Ramona Baldwin, Branch Manager NMLS #219554
Gold Financial Services
1423 N. Highway 67 Ste. 200, Cedar Hill, TX  75104
Cell:  (214) 259-5555
Fax:  (210) 957-7217
rbaldwin@goldfinancial.com
Copyright © 2018 Gold Financial Services,
a division of AmCap Mortgage, Ltd.,
NMLS ID# 129122 (www.nmlsconsumeraccess.org)
Equal Housing Lender.
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