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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)
Impac Mortgage
5885 SW Meadows Rd. Ste. 600, Lake Oswego, OR  97035
Office:  (503) 597-2660
Toll Free:  (855) 434-6722
Tami.Bergeson@impacCompanies.com
Copyright © 2012 Excel Mortgage Servicing Inc., DBA Impac Mortgage. NMLS# 128231. Registered trade/service marks are the property of Excel Mortgage Servicing Inc. All illustrations and designs are the property of Excel Mortgage Servicing Inc., and/or its affiliates. Rates, fees and programs are subject to change without notice. Other restrictions may apply.

Licensed by the Department of Corporations under the California Residential Mortgage Lending Act License #4131083.

Licensed by the Washington Department of Finance Institutions CLA#128231

NMLS Consumer Access www.nmlsconsumeraccess.org
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