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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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CrossCountry Mortgage, Inc.
1230 W. Morehad St. Unit 108, Charlotte, NC  28208
Direct:  (704) 604-4020
Fax:  (888) 855-8060
aworkman@myccmortgage.com
Copyright © 2019
CrossCountry Mortgage, Inc. NMLS:3029 MB.803095.000
Branch NMLS: 1035645

This branch is licensed in the following states:
Alabama (Branch 21018.005, Corporate 21018), California (Branch 813K039, Corporate DBO: 4131098), Kentucky (Branch MC99391, Corporate MC75978), Louisiana, Maryland (Branch 20501, Corporate 14160), Massachusetts (Branch ML3029/MB1035645, Corporate ML3029/MB3029), New Mexico, North Carolina (Branch L-142902-105, Corporate L-142902), Oregon (Branch ML-4709-2, Corporate ML-4709), Pennsylvania (Branch 31242.009, Corporate 31242), South Carolina (Branch MLB-1035645, Corporate MLS-3029), Tennessee (Branch 109408-104, Corporate 109408), Texas, Virginia (Branch MC-4072, Corporate MC-4072), Washington (Branch CL-1035645, Corporate CL-3029)

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