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
  • Previous year W-2s
  • Social Security Award letters
  • VA Award letters
  • Child Support verification
  • Rental income considered upon verification of most recent 1040 tax returns ( all pages )
  • Bank 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

If you currently own Your Home or other Real Estate:

  • Mortgage account information
  • Home insurance policy information
  • Home equity account information (if applicable)

If you are in the process of buying land

  • Contract for land purchase
  • Recent survey ( if available )
Walter Mortgage Company
3000 Bayport Drive Suite 1100, Tampa, FL  33607
Office:  (813) 421-7600
Fax:  (813) 286-2079
mortgageinfo@walterinvestment.com
Copyright © 2010 Walter Mortgage Company



Licensed by the Virginia State Corporation Commission ML-520

Licensed Mississippi Mortgage Company

Georgia Mortgage License No. 16884

Arkansas Lender License No. 11604

Licensed under the California Mortgage Lenders Act, License # 4130644

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