Mortgage Checklist | O Bee Credit Union
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Mortgage Checklist

Get Started Here

Review this handy checklist to get an idea of what you'll need to start the mortgage process.

In general, the documentation that you will need to start the process of your first mortgage loan once your loan is approved includes:
Property Information (if you are buying a home) (Not necessary when refinancing or if you own your home already)
Income & Assets
For the past two years:
If you have made any large deposits to your accounts:
If you own more than 25% of a business:
If self-employed:
If you own rental property:
If you are retired:
If you receive Social Security:
If you are counting child support as income:
Debts
VA Loans
Miscellaneous

NEED GUIDANCE?

Contact any one of our mortgage specialists to ask questions on how to start the mortgage process. They are here to help!

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