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Mortgage Checklist

The following information is usually required during the loan process:

  • Your Social Security number
  • Current pay stubs
  • W-2 forms - past two years
  • 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
  • Retirement account statements - last quarterly statement
  • Personal loan account information

If you currently own Real Estate:

  • Mortgage coupons - all mortgages 
  • Home insurance policy information
Kevin Rime, Account Manager
Primary Partners Financial
4041 MacArthur Boulevard, Suite 230, Newport Beach, CA  92660
Direct:  (949) 296-2520
Fax:  (949) 296-2521
Toll Free:  (800) 963-9638 Ext. 2520
K.Rime@Primary-Partners.com
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