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Mortgage Checklist

The following information is usually required during the loan process:

  • Your Texas Driver's License or Texas ID Card
  • Your Social Security number 
  • Last two years W2s, 1099's, and federal tax returns (all pages)
  • Current pay stubs, award letters, or, if self employed, your tax returns for the past two years)
  • Bank statements for the past two months (all pages)
  • Investment account statements for the past two months (all pages)
  • Retirement account statements for the past two months (all pages)
  • Make and model of vehicles you own and their resale value
  • Credit card account information (balances and monthly payments)
  • Auto loan account information (balances and monthly payments)
  • Personal loan account information (balances and monthly payments)

If you currently own Real Estate:

  • Property address
  • Mortgage loan information (lender, escrow information, monthly payment information)
  • Home insurance policy information (annual premium amount)
  • Home equity account information (if applicable)
Copyright © 2017 The First State Bank
206 North Street, Louise TX 77455
(979) 648-2691
NMLS ID# 512403
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