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Home Loan 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

If you currently own Real Estate:

  • Mortgage account information
  • Home insurance policy information
  • Home equity account information (if applicable)

This is an outline of what is typically expected, but each borrower is different so we may require additional information.

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South Shore Bank is licensed to do business in Massachusetts. Our NMLS # is 407656.