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Mortgage Checklist

The following information is usually required during the loan process:

  •  Current pay stubs
  • Your tax returns for the past two years including W-2’s
  • Bank statements for the past two months
  • Investment account statements for the past two months
  • Retirement account statements for the past two months

 If you currently own Real Estate:

  • Mortgage account information
  • Home insurance policy information
  • Real Estate tax bill
  • Home equity account information (if applicable)

 If purchasing a home:

  • Sales contract with copy of earnest money check
Kevin Margeson, NMLS# 999682
Carrollton Bank
2135 Wabash, Springfield, IL  62704
Office:  (217) 391-1431
Cell:  (217) 710-4633
kevinmargeson@carrolltonbanking.com
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