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Mortgage Checklist

The following information is usually required during the loan process:

  •  Current pay stubs
  • Your tax returns for the past two years including W-2’s
  • 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
  • Real Estate tax bill
  • Home equity account information (if applicable)

 If purchasing a home:

  • Sales contract with copy of earnest money check
Phyllis Caselton, NMLS# 797117
Carrollton Bank
1101 South State Street, Jerseyville, IL  62052
Direct:  (618) 498-3869
Fax:  (618) 498-6185
Cell:  (618) 535-3869
phylliscaselton@carrolltonbanking.com
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