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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
Josh Moughan
Loan Officer
Direct: (781) 739-0075
Cell: (978) 771-6924
Email: Send Email
Josh Moughan, Loan Officer NMLS #1503045
Mortgage Equity Partners
200 Broadway, Suite 101, Lynnfield, MA  01940
Direct:  (781) 739-0075
Cell:  (978) 771-6924
jmoughan@meploans.com
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