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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
Lisa Meisenheimer, NMLS# 1500952
Carrollton Bank
315 Sixth Street, Carrollton, IL  62016
Direct:  (217) 942-5612
Fax:  (217) 942-6208
lisameisenheimer@carrolltonbanking.com
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