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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)
Brent Pentzien, Mortgage Loan Originator NMLS #271853
American Fidelity Mortgage Services, Inc.
4200 Commerce Court, Suite 200, Lisle, IL  60532
Direct:  (630) 908-7347
Fax:  (877) 885-8521
bpentzien@afmsi.com
Copyright © 2017
Illinois Mortgage Licensee License # MB 0000303
NMLS# 179785
Indiana Department of Financial Institutions (DFI) License ID number 11229
State of Wisconsin - Department of Financial Institutions License #159BA
In the State of Illinois Mortgage Bankers are governed by:
IL Department of Financial & Professional Regulation Division of Banking
100 W. Randolph Street, 9th Floor, Chicago, IL 60601
Phone: (888) 473-4858
Fax: (312) 793-7097
Web: www.idfpr.com
Toll Free Consumer Hot Line: (877)-793-3470

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