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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)
CrossCountry Mortgage, Inc.
102 Chestnut Ridge Road, Suite 200, Montvale, NJ  07645
Direct:  (201) 505-0843
Fax:  (201) 591-7991
sforman@myccmortgage.com
Copyright © 2017 Crosscountry Mortgage, Inc. NMLS:3029 MB.803095.000
Branch NMLS: 1487417
Branch State Licensing:
Connecticut (Branch ML-BCH-1487417, Corporate ML-3029, MS-3029)
New Jersey
New York (Branch B501039, Corporate B501039)

This site is not authorized by the New York State Department of Financial Services. No mortgage loan applications for properties located in the state of New York will be accepted through this site. Licensed by the New Jersey Department of Banking and Insurance.

NMLS3029 (www.nmlsconsumeraccess.org)
To view all corporate licensing, please visit crosscountrymortgage.com/disclosures-licenses.

CrossCountry Mortgage, Inc. is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. All loans subject to underwriting approval. Certain restrictions apply. Call for details. *Certificate of Eligibility required.
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