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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
Shawn McGee
Loan Officer
Office: (781) 767-6390
Cell: (781) 640-3416
Email: Send Email
Shawn McGee, Loan Officer NMLS #49934
Mortgage Equity Partners
200 Broadway, Suite 101, Lynnfield, MA  01940
Office:  (781) 767-6390
Cell:  (781) 640-3416
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