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Mortgage Checklist

Your Mortgage Loan Consultant may request the following informatin during the loan process:

  • 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)
Capital Bank Corporation NMLS #391202
333 Fayetteville Street, Suite 300, Raleigh, NC  27601
Direct:  (239) 834-6977
evelio.rodriguez@capitalbank-us.com
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