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Mortgage Checklist

The following information is usually required during the loan process:

  • Social Security card & Gov't issued photo ID
  • Current pay stubs or, if self employed, your tax returns for the past two years
  • Pension /SSI award letter if applicable
  • 2-year W2s/1099s with Federal tax returns w/ all schedules & K-1s if applicable
  • 2 current Bank statements - provide all pages in numerical sequence - Must be able to fully source ANY large deposits, except payroll direct deposits
  • 2 current Investment/Retirement account statements- provide all pages in numerical sequence
  • Credit card account information - if not on credit report
  • Current AMEX statement (if applicable)
  • Personal/Private loan information (if applicable) if not on credit report
  • Divorce Decree/Child Support Order (if applicable)
  • Lien Release (if applicable)
  • Satisfaction of Judgment (if applicable)
  • Bankruptcy Discharge & Complete Bankruptcy Filing (if applicable)
  • Veteran’s DD214 if VA loan

If you currently own Real Estate:

  • Current Mortgage &/or Home equity statement  for all properties owned
  • Home owners insurance policy information
  • HOA account statement (if applicable)
  • Note(s) & Deed of Trust(s) for all properties owned
George Seeley, Sr. Loan Originator
Priority Lending, LLC
7318 N. Oracle Road, Tucson, AZ  85704
Direct:  (520) 531-1119
Toll Free:  (800) 269-8113
Cell:  (520) 977-9775
Fax:  (520) 797-2329
georges@loantucson.com
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