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Mortgage Checklist

The following information is usually required during the loan process:

  • Your Social Security Number
  • Current pay stubs, your tax returns and W2 Forms 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
Lisa Clark
Mortgage Loan Coordinator
Direct: (515) 564-5952
Email: Send Email
MORTgage Calculators
Lisa Clark, Mortgage Loan Coordinator
Gershman Mortgage NMLS #
7 N. Bemiston Ave., St. Louis, MO  63105
Direct:  (515) 564-5952
lclark@gershman.com
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