Mortgage Checklist

The following information is usually required during the loan process:

  • Your Social Security number
  • Unexpired photo identification
  • Current pay stubs covering the last 30-day period and your last 2 years W-2s
  • If self employed, your tax returns for the past 2 years
  • Bank statements for the past 2 to 3 months
  • Investment account statements for the past 2 to 3 months
  • Retirement account statements for the past 2 to 3 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)
Sharon Church, Loan Officer
Magna Bank
2868 Summer Oaks, Suite 115, Bartlett, TN  38134
Office:  (901) 259-5675
Fax:  (901) 261-5356
sharon.church@magnabank.com
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