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The following information is usually required during the loan process:

  • Your Social Security Number
  • 30 days of Current pay stubs
  • 2 years of W2s
  • If self employed, your tax returns for the past  2 years
  • Bank statements for the past 2 months
  • Investment account statements for the past 2 months or previous quarter
  • Retirement account statements for the past 2  months or previous quarter

If you currently own Real Estate:

  • Mortgage account(s) information
  • Home insurance policy information
  • Property tax information
  • Home Owner's Association information (if applicable)


Contact us for additional information

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