Current Mortgage Statement
If you are refinancing or selling your current home and purchasing a new one, the lender will require a copy of your current mortgage statement. They need this to confirm current balance, remaining amortization, and property identification details. Most times clients can download a PDF version of the annual mortgage statement through their online banking. Sometimes it takes going into the branch to get a full document. To ensure the most efficient review, it is important this is a full unedited document, with all information showing.