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Mortgage Checklist

Here’s the information we usually ask for during the loan process (so that you can have it ready to go):

  • 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’re already a homeowner, we’ll also need this information:

  • Mortgage account information
  • Home insurance policy information
  • Home equity account information (if applicable)
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Contact Information
Sheri Barnhart
Loan Originator
Office: (913) 574-5263
Email: Send Email
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