Mortgage Checklist

The following information is usually required during the loan process:

  • 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 currently own Real Estate:

  • Mortgage account information
  • Home insurance policy information
  • Home equity account information (if applicable)
Contact

Cheldon Frank
Branch Manager/Loan Officer

612-232-1872 phone

cfrank@summit-mortgage.com

NMLS ID # 213346

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Cheldon Frank, Loan Officer
Summit Mortgage
13355 10th Avenue North, Plymouth, MN  55441
Direct:  (612) 232-1872
cfrank@summit-mortgage.com
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