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Mortgage Checklist

The following information is usually required during the loan process:

  • Your full name
  • Your Social Security number
  • Your Date of Birth
  • Residence history for the past two years
  • Employment history for the past two years
  • Current pay stubs
  • If self employed, your federal tax returns for the past two years
  • W2 forms for the past two years
  • Bank statements for the past two months

If you currently own Real Estate:

  • Mortgage account information
  • Home insurance policy information
  • Home equity account information (if applicable)
Educated Mortgage Services, LLC, NMLS# 222652
100 Wilburn Rd, Ste 102, Sun Prairie, WI  53590
Toll Free:  (877) 834-5111
Office:  (608) 834-5000
Fax:  (608) 834-5002
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