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Mortgage Checklist

The following information is usually required during the loan process:

  • Your Social Security number
  • Current pay stubs or, if self employed, your signed federal tax returns for the past two years
  • Complete Bank statements for the past two months
  • Investment account statements for the past two months
  • Life insurance policy
  • Complete 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)
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Contact Information
Loan Department
Office: (978) 353-0000
Toll Free: (800) 439-3339
Email: Send Email
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