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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)
Jeff Casto, Senior Vice President NMLS #783454
P.O. BOX 220, OZARK, MO  65721
Direct:  (417) 582-4172
Cell:  (417) 840-2325
Office:  (417) 581-2324 Ext. 2072
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