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)
Matt Harris, Mortgage Banker
Pinnacle Mortgage Group, Inc.
3605 S. Teller St., Lakewood, CO  80235
Direct:  (303) 716-9000
Toll Free:  (877) 716-9006
Fax:  (720) 975-1177
mharris@pinnacle-mortgage.com
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