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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
  • 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)
Dan Lewallen, NMLS# 120240, Mortgage Consultant
Countybank Mortgage, NMLS# 462088
3501 Pelham Rd., Suite Suite 201, Greenville, SC  29615
Direct:  (864) 331-2224
Toll Free:  (888) 441-4890 Ext. 212
Fax:  (864) 234-8296
dlewallen@countybankmortgage.com
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