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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
Jason Berry
Mortgage Loan Officer
Direct: (816) 897-7106
Cell: (913) 735-6337
Fax: (855) 854-3230
Email: Send Email
Jason Berry, Mortgage Loan Officer NMLS #387093
First Guaranty Mortgage Corporation | Company NMLS ID 2917, www.nmlsconsumeraccess.org | Branch NMLS ID 11848
1201 NW Briarcliff Parkway, Suite 202, Kansas City, MO  64116
Direct:  (816) 897-7106
Cell:  (913) 735-6337
Fax:  (855) 854-3230
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