KELLY MORTGAGE, LLC

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
  • 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 
KELLY MORTGAGE, LLC
9667-D Main St., FAIRFAX, VA  22031
Office:  (703) 978-2400
Fax:  (703) 978-2499
kkelly@kellymortgage.com
Copyright © 2009 KELLY MORTGAGE, LLC
Licensed by the VA State Corporation Commission MB-1443
Privacy Policy  |  Security Statement  |  Site Map