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- A4HB Reference Library Home
- 2 The Home Buying Process
- 2.5 Loans and Financing
- 5.3.1 What do I need to take with me when I apply for a mortgage?
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To expedite the loan process, you should meet your lender with
- social security numbers for both you and your spouse;
- copies of your checking and savings statements for the past 6 months;
- evidence of any other assets like bonds or stocks;
- a recent paycheck stub;
- a list of all credit card accounts and the amounts owed on each;
- a list of account numbers and balances due on items such as car loans; and
- copies of your last 2 years’ income tax statements.