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Mortgage Checklist

The following information is usually required during the loan process:

  • Social Security number & Driver's License
  • Pay stubs for the most recent 30 days (not applicable for self-employed)
  • Federal tax returns for the past two years including all pages and schedules as well as W-2's
  • Bank statements (Checking, Investment, Savings and/or Retirement) for the most recent two months with all pages
  • Credit card account information (if applicable for appraisal)

If you currently own Real Estate you may also need to provide:

  • Details of real estate owned including address(es), purchase date(s), purchase price(s), any lease agreements, and current mortgage account statement(s)
  • Home insurance policy information and your agent's name, company and phone number
  • Home equity account information (if applicable)
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Brooker Insurance
Homer Yost Agency
Brooker Financial Corp
10749 Pearl Road, Suite 2-D, Strongsville, OH  44136
Direct:  (440) 334-5269
Toll Free:  (877) 643-6136
Fax:  (440) 334-5273
amorean@brookerfinancial.com
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