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Mortgage Checklist


 The following information is usually required during the loan process:

  • Your Social Security number
  • Your Driver's License
  • Current pay stubs and W-2's or, if self employed, your tax returns for the past two years
  • Bank statements for the past two months (all pages of each statement)
  • 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
  • Property tax information
  • Home equity account information (if applicable)





WHITE OAK FINANCIAL CORP., NMLS#149534 Georgia_Residenatial Mortgage Licensee 17344
5640 Lake Forrest Drive, Atlanta, GA  30342
Direct:  (404) 454-2070
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