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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
  • Retirement account statements for the past two months
  • 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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Waterford Bank, N.A. NMLS - 520256 NMLS #541270
3900 N. McCord Rd, Toledo, OH  43617
Toll Free:  (866) 707-2871
Office:  (419) 720-3900
mortgagedept@waterfordbankna.com
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