Buyer's Checklist
The following information will be required of the borrower, co-borrower
and co-signer of a mortgage loan. Please be prepared to provide the required information at the time the loan application is filed.
General
- Name of borrower(s)
- Current address, (if less than 2 years, provide previous address)
- Social Security number(s)
Employment
- Employer name
- Employer mailing address (for verification of employment)
** If less than 2 years of continuous employment, provide name and address of previous employer **
- List of assets including all real and personal property
- Bank accounts: type, bank name, address, account #, balance
- Stocks and bonds: number of shares, name, current market value
- Life insurance: company, face amount, cash value
- Real estate: description, address, current value, amount of liens, income and expenses
- Personal property: furniture, jewelry, automobiles, collections and estimated value
List of Liabilities
- Credit card(s): name, address, account number, outstanding balance
- Installment loan(s): name, address, account number, outstanding balance
- Mortgage loan(s): name, address, account number, outstanding balance
- Other amounts due: name, address, account number, outstanding balance
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