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Mortgage Checklist

The following information is usually required during the loan process:

  • Your Social Security number
  • Current pay stubs (one month)
  • Your full federal tax returns for the past two years all pages and W-2's
  • Bank statements for the past two months
  • Investment account statements for the past two months or most recent quarter
  • Retirement account statements for the past two months or most recent quarter
  • 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)
First Heritage Mortgage, LLC
4551 Cox Road Suite 305, Glen Allen VA , VA  23060
Direct:  (804) 937-2585
lsansom@fhmtg.com
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