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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 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)
Gina Tse, Broker/Owner/Consultant
TSE Financial
2332 Taraval Street, Suite A, San Francisco, CA  94116
Direct:  (415) 566-5363 Ext. 227
Cell:  (415) 271-2178
Fax:  (415) 566-3626
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