The following information is usually required during the loan process:
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Your Social Security Number
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Current pay stubs or, if self employed, your tax returns for the past two years
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Bank statements for the past two months
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Investment account statements for the past two months
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Retirement account statements for the past two months
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Make and model of vehicles you own and their resale value
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Credit card account information (we will pull this from your credit report)
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Auto loan account information (we will pull this from your credit report)
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Personal loan account information (we will pull this from your credit report)
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Copy of Drivers License and Social Security Card
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Divorce Decree (if applicable)
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VA Loans - DD214 & Certificate of Entitlement (we can order COE for you)
If you currently own Real Estate:
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Mortgage account information (mortgage statement on all real estate loans)
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Home insurance policy information
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Home equity / second lien account information (if applicable)
* For a more detailed list please refer to our Loan Checklist pdf.
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