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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 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 Real Estate:

  • Mortgage account information
  • Home insurance policy information
  • Home equity account information (if applicable)
American Heritage Lending Inc. NMLS #24860
485 17th St Ste 200, Costa Mesa, CA  92627
Direct:  (800) 731-9226
Fax:  (888) 316-9650
Copyright © 2018 American Heritage Lending Inc.
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