Log In  |  Contact Us  |  Help
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)
Allen Tate Mortgage
8640 University Executive Park, Suite A, Charlotte, NC  28262
Direct:  (704) 547-5600
Toll Free:  (877) 201-4732
Copyright © 2018 Allen Tate Mortgage
Privacy Policy  | Security Statement  |  Site Map