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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
  • W2 or 1099 for the past two years
  • Bank statements for the past one month
  • Retirement account statements for the past two months
  • 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)
Smart Financial Credit Union NMLS #456807 NMLS #291888
6051 North Course Drive Ste 100, Houston, TX  77072
Office:  (713) 407-1830
Fax:  (713) 407-1727
mortgagelending@smartcu.org
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