The following information is usually required during the loan process:

:

  • Your Social Security number
  • Current pay stubs and W-2's, 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
  • 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)

Feel free to print out this page to make sure you have all the necessary documents you need!