Broker One Mortgage

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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, past two years of Tax returns
  • Bank statements for past two months
  • Investment account statements for past two months
  • Life Insurance policy
  • Retirement account statements for past two months
  • Make/Model of vehicles you own along with 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 Equity Account information (if applicable)
  • Home Insurance Policy information
Broker One Mortgage
95 First Street, Suite #120, Los Altos, CA  94022
Office:  (650) 949-4600
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