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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/Credit Union 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
  • VA certificate of eligibility (if a veteran)

If you currently own real estate:

  • Deed
  • Mortgage account information
  • Homeowners insurance policy information
  • Home equity account information (if applicable)
  • Purchase contract (if applicable)
  • Separation agreement or divorce decree (if applicable)
  • Tax bills
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SEFCU Mortgage Services
700 Patroon Creek Blvd., Suite 301, Albany, NY  12206
Toll Free:  (800) 444-6313
Office:  (518) 783-1234
sales@sefcumortgageservices.com
Copyright © 2017 SEFCU Mortgage Services
SEFCU Mortgage Services is a wholly owned subsidiary of SEFCU. Licensed Mortgage Banker - NYS Department of Financial Services
NMLS Company ID - 309847
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