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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)
Josh O'Leary, Mortgage Loan Originator NMLS #98692
Goldwater Bank, N.A. - Mortgage Division
2620 RW Johnson Blvd SW, Suite 104, Tumwater, WA  98512
Direct:  (360) 915-9609
Cell:  (360) 870-9387
jooleary@goldwaterbank.com
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