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Mortgage Checklist

The following information is usually required during the loan process:

  • Your Social Security Number
  • Photo Identification
  • 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 currently own Real Estate:

  • Mortgage account information
  • Home insurance policy information
  • Home equity account information (if applicable)
Jeff McLaughlin NMLS #245202
Starboard Financial Management, LLC
4145 E. Baseline Rd, Gilbert, AZ  85234
Direct:  (480) 999-7114
Cell:  (602) 750-4949
Fax:  (888) 344-2645
jeffm@starboardfinancial.com
Copyright © 2017 Starboard Financial Management, LLC
AZ Mortgage Banker License: BK-0910725
CA DOC Residential Mortgage Lending Act License: 4131142
ID Mortgage Broker/Lender License: MBL-7122
Illinois Residential Mortgage Licensee MB.6850031
Regulated by IDFPR- Residential Mortgage Banking
100 W. Randolph, 9th Floor Chicago, IL 60601 (844)768-1713
TX SML Mortgage Banker Registration
WA Consumer Loan Company License: CL-156931
Starboard Financial NMLS 156931
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