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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
Walter K. Neil NMLS: 242369
President & CEO
Office: (760) 779-8137
Cell: (760) 831-2745
Email: Send Email
Walter K. Neil NMLS: 242369, President & CEO NMLS #242369
FRANKLIN LOAN CENTER
44-800 VILLAGE COURT, PALM DESERT, CA  92260
Office:  (760) 779-8137
Cell:  (760) 831-2745
wneil@franklinlc.com
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