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Mortgage Checklist


The following information is required during the loan process:

  • Your Social Security number and date of birth
  • Last 2 years W-2's and or 1099's
  • Current pay stubs to cover 1 full month
  • Your personal federal tax returns form 1040 for the past two years including all schedules
  • Bank statements for the past two months all pages
  • Investment account statements for the past two months all pages 
  • Retirement account statements most recent quarter
  • Employement and residence history for the past 2 years
  • Copies of your drivers license

 If you currently own Real Estate:

  • Most recent mortgage statements for  properties that you currently own (1st,2nd,3rd)
  • Most recent property tax bill for all properties that you currently own
  • Copies of homowners insurance declaration page for all properties
  • Copy of the homowner association bill (if applicable)
Amir Nader, Home Mortgage Consultant
Charter Pacific Lending Corp.
9891 Irvine Center Drive Suite 190, Irvine, CA  92618
Direct:  (949) 222-2298 Ext. 203
Cell:  (949) 929-8302
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