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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
Diana MacFarlane - NMLS: 338207
Vice President - Loan Officer
Direct: (805) 259-3141
Fax: (805) 272-9744
Email: Send Email
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Diana MacFarlane - NMLS: 338207, Vice President - Loan Officer NMLS #338207
Medallion Mortgage Company
1111 Chapala Street, Suite 100, Santa Barbara, CA  93101
Direct:  (805) 259-3141
Fax:  (805) 272-9744
dmacfarlane@medallionmtg.com
Copyright © 2018 © 2013 Medallion Mortgage Company, LLC is licensed by the Department of Corporations under the California Residential Mortgage Lending Act. This is not a commitment to lend. Loan approval is subject to qualification. Medallion Mortgage Company, LLC does not guarantee that each applicant will receive a loan. Medallion Mortgage Company, LLC California License #413-1093, NMLS# 311724
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