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Resources: Checklist


The following information is usually required during the loan process:

  • Your Social Security Number
  • Current pay stubs or if you are or were self-employed, your tax returns for the past two years
  • Bank statements for the past two months
  • Real estate taxes
  • Monthly Home Owners Association fees (if applicable)
  • Retirement account statements for the past two months
  • Credit card account information
  • Auto loan account information
  • Personal loan account information
  • Estimate Home Owner’s Insurance premiums

If you currently own real estate:

  • Mortgage account information
  • Home insurance policy information
  • Home equity account information (if applicable)
  • Real estate taxes
  • Rental income (if applicable)

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