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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 or lease 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)

* The above list is not exhaustive. California Bank & Trust may require other documentation as needed.

California Bank & Trust, a division of ZB, N.A. Member FDIC. ZB,N.A. NMLS #467014
4320 La Jolla Village Dr. Suite 100, San Diego, CA  92122
Toll Free:  (877) 515-4800
mortgagesolutions@calbt.com
Copyright © 2017 ZB, N.A. This website is operated by Ellie Mae, Inc., a provider of software and services for the residential mortgage industry. Your use of this site is subject to the terms of Ellie Mae’s Security Statement, which you can access by clicking on the link below. Click on Help for more information, or visit Ellie Mae, Inc. at http://www.elliemae.com. ZB, N.A. is not affiliated with Ellie Mae, Inc.
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