Mortgage Checklist

 

 

  • Your Social Security number
  • Current pay stubs and W2's for the past two years or, if self employed, your tax returns for the past two years  (All Pages)
  • Bank statements for the past two months
  • Investment account statements for the past two months
  • 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

 

 

  • Mortgage account information
  • Home insurance policy information (Name and Telephone Of Agent)
  • Home equity account information (if applicable)
  • Property Survey

 

If you currently own Real Estate:

 

The following information is usually required during the loan process:

Sue Izard, Senior Mortgage Advisor
Woodforest Mortgage Company
1508 Research Forest Drive, Shenandoah, TX  77381
Direct:  (832) 375-2647
Cell:  (832) 257-2094
sizard@woodforest.com
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