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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)
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Contact Information
Terry Roth
Branch Manager/Senior Mortgage Loan Originator
Direct: (816) 897-4106
Office: (732) 361-4928
Email: Send Email
Terry Roth, Branch Manager/Senior Mortgage Loan Originator NMLS #1392090
First Guaranty Mortgage Corporation | NMLS ID 2917 | Branch NMLS ID 11848
1201 NW Briarcliff Pkwy, #206, Kansas City, MO  64116
Direct:  (816) 897-4106
Office:  (732) 361-4928
terry.roth@fgmc.com
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