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)

Jorge Rodriguez, Mortgage Adviser NMLS #263580 Peoples Home Equity, Inc. 1801 S Meyers Rd Suite 500, Oakbrook Terrace, IL 60181 Cell: (312)404-8957

jrodriguez@peopleshomeequity.com. Illinois Mortgage Licensee License # MB 0000303 NMLS# 179785. Indiana Department of Financial Institutions (DFI) License ID Number 11229. Peoples Home Equity, Inc. also does business as A&M Mortgage Group, Inc. in the State of Indiana State of Wisconsin - Department of Financial Institutions License #159BA. In the State of Illinois Mortgage Bankers are governed by: IL Department of Financial & Professional Regulation Division of Banking 100 W. Randolph Street, 9th Floor, Chicago, IL 60601 Phone: (312) 793-3000 Fax: (312) 793-7097 Web: http://www.idfpr.com/default. Toll Free Consumer Hot Line: (877)-793-3470 Webmaster Login

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