Mortgage Checklist

The following information is usually required during the loan process:

  • Copy of your Social Security card
  • Copy of your drivers license
  • Current pay stubs for 1 full month
  • Tax returns (federal only) for the past two years
  • Bank statements for the past three months
  • Assets - stocks, bonds, 401k, IRA, etc. - last quarterly statement
  • Personal loan account information

If you currently own Real Estate:

  • Mortgage account information
  • Home equity account information (if applicable)
  • Home insurance policy information
  • Home owners association information (if applicable)
Primary Partners Financial
4041 MacArthur Boulevard, Suite 230, Newport Beach, CA  92660
Toll Free:  (800) 963-9638
Office:  (949) 296-2500
Fax:  (949) 296-2501
Info@Primary-Partners.com
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