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Pre-Mortgage Checklist

The following information is usually required during the loan process:

  • Your Social Security number & date of birth
  • If Purchase, purchase contract signed by all parties
  • Current pay stubs or, if self employed, your tax returns for the past two years
  • ALL Asset statements for the past two months (checking/savings/investments)
  • Retirement account statements for the past two months
  • Make and model of vehicles you own and their resale value
  • Credit card 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
Ransom Kelly
Mortgage Originator
Direct: (205) 605-8027
Email: Send Email
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Ransom Kelly, Mortgage Originator NMLS #990772
Assurance Financial
500 Office Park Dr. Ste. 410, Birmingham, AL  35223
Direct:  (205) 605-8027
rkelly@lendtheway.com
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