Log In  |  Contact Us  |  Help
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)
Tracy Trudeau, Senior Loan Officer (nmls# 277768)
Rancho Financial
7734 Herschel Avenue, Suite #J, La Jolla, CA  92037
Direct:  (858) 216-4385
Fax:  (858) 731-8320
tracy@tracytrudeau.com
Copyright © 2012 Copyright © 2011 Skyline Financial Corp. dba Rancho Financial Nationwide Mortgage Licensing System & Registry (NMLS) Company ID # 12072, California - Licensed by the Department of Corporations under the California Residential Mortgage Lending Act File No: 413-0296.
Privacy Policy  | Security Statement  |  Site Map