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Mortgage Checklist

The following information is usually required during the loan process:

  • Your Social Security number and copies of two forms of ID
  • Current pay stubs or, if self employed, your tax returns for the past two years (all pages and schedules including K-1's and business returns
  • W-2s for the last 2 years
  • Bank statements for the past two months
  • Investment account statements for the past two months
  • Retirement account statements for the past two months

If you currently own Real Estate:

  • Mortgage account information
  • Home insurance policy information
  • Home equity account information (if applicable)
Stacy Hester NMLS# 506605, VP, Veritex Community Bank NMLS #278465
Veritex Community Bank NMLS Number 414688
7001 Preston Road Suite 100, Dallas, TX  75205
Direct:  (972) 398-7413
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