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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
- W-2 forms for up to two years
- Bank statements for the past one-three months
- Investment account statements for the past one-three months
- Retirement account statements for the past one-three months
- Make and model of vehicles you own and their resale value
- Credit card account information
- Auto loan account information
- Personal loan / student loan account information
- Landlord contact info if you currently rent
If you currently own Real Estate: - Mortgage account information
- Homeowners insurance policy information
- Home equity account information (if applicable)
- Schedule Es for the past two years or current lease if owned for less than two years for any investment properties
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KELLY MORTGAGE, LLC
9667-D Main St.,
FAIRFAX,
VA
22031
Office: (703) 978-2400
Fax: (703) 978-2499 kkelly@kellymortgage.com
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