Direct: (619) 260-1660 Ext. 256
brian@sdfunding.com

©2010 San Diego Funding


In business since 1981

Mortgage Checklist

The following information is usually required during the loan process:

  • Your Social Security number
  • Current pay stubs and two years W-2's
  • Tax returns for the past two years
  • Bank statements for the past two months
  • Investment account statements for the past two months
  • 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)