Heritage Valley Mortgage, Inc.

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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)
Heritage Valley Mortgage, Inc. Real Estate Broker, CA Bureau of Real Estate CA BRE# 00959811 NMLS#246940
5700 Stoneridge Mall Road #225, Pleasanton, CA  94588
Office:  (925) 469-0100 Ext. 21
Fax:  (925) 469-0734
hvm1@msn.com
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