The following information is usually required during the loan process:

  • Your Social Security number(s)
  • Copy of current driver’s license or State ID
  • Most recent 30 days pay stubs
  • Most recent W-2(s)
  • If self employed, your personal and business tax returns for the past two years
  • Bank statements for the past two months (all accounts with all pages)
  • Investment account statements for the past two months  (all accounts with all pages)
  • Retirement account statements for the past two months  (all accounts with all pages)
  • Credit card account information
  • Auto loan account information
  • Personal loan account information
  • Make and model of vehicles you own and their resale value

If you currently own Real Estate:

  • Mortgage account information
  • Home insurance policy information
  • Home equity account information (if applicable)

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