Infinity Financial Group, LLC

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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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Infinity Financial Group, LLC NMLS #37060
10200 SW Allen Blvd. Ste A, Beaverton, OR  97005
Office:  (503) 716-5626
Fax:  (503) 716-5640
Copyright © 2019 Infinity Financial Group, LLC NMLS #37060
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