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Mortgage Checklist

The following information is usually required during the loan process:

  • Your Social Security Number
  • Current pay stubs, your tax returns and W2 Forms 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
Dan Johnson
Loan Officer - Branch Manager
Office: (970) 712-5355
Cell: (970) 261-0211
Fax: (888) 391-1557
Email: Send Email
MORTgage Calculators
Dan Johnson, Loan Officer - Branch Manager
Gershman Mortgage NMLS # 138063
327 N. 7th St., Suite #1, Grand Junction, CO  81501
Office:  (970) 712-5355
Cell:  (970) 261-0211
Fax:  (888) 391-1557
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