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Application 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)

Start your application

Lisa Assarian, Senior Loan Officer, NMLS# 49307
Cambridge Trust Company
1336 Massachusetts Avenue, Cambridge, MA  02138
Direct:  (617) 610-1124
lisa.assarian@cambridgetrust.com
Copyright © 2018 Cambridge Trust Company. All Rights Reserved. Member FDIC. NMLS# 697495
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