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Mortgage Checklist

The following information is usually requested during the loan process:

  • Your Social Security number and birthday (All Borrowers)
  • Legible copy of current Driver's License (All Borrowers)
  • Current pay stubs (recent month)
  • Last 2 years of W-2s
  • Tax returns for the past two years - Personal and Business
  • Bank statements for the past two months
  • Investment account statements for the past two months
  • Retirement account statements for the past two months
  • Name of Insurance Company, Agent, and Phone Number for policy information

If you currently own Real Estate:

  • Mortgage account information
  • Home insurance policy information
  • Property Tax information
  • Existing Survey
  • Home equity account information (if applicable)
Aurelius Sofia, Area Sales Manager/ Residential Mortgage Loan Originator, NMLS 316107
Thrive Mortgage NMLS# 1641862
107 Ranch Road 620 South Suite 111 A-B, Lakeway, TX  78734
Cell:  (512) 577-2060
Copyright © 2019 Thrive Mortgage, LLC
Texas Mortgage Banker NMLS #268552
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