The following information is usually required during the loan process:

• Social Security Card & Drivers License.
• Most recent pay stubs totaling a thirty day pay period & W2s for the past two years. (If W2 Employed)
• Most recent personal tax returns for the past two years, Corporate Income tax return for the past two years, Profit  & Loss and Balance sheets of business for current year. (If self employed)
• Most recent Bank statements for the last two months all pages. Personal. (Corporate, if Applicable)
• Most recent Investment account statements for the past two months. Example: Retirement account, 401K, IRA, Stocks & bonds etc…
• Life insurance policy.
• Make, model & year of vehicles you own and their current resale value.
• Credit card, Auto Loan & Personal loan Account information. (If Credit hasn’t been pulled)
• Survey, Prior Title Policy & Home owners insurance policy (Refinance Only)

If you currently own Real Estate:

• Mortgage account information
• Home equity account information (If Applicable)
• Home owner’s insurance policy information
• HOA information. (If Applicable)
• Real Estate Tax information.
• Rental lease information. (If Applicable)