Home Loan Checklist

The following information is usually required during the loan process:

  • Full Name

  • Date of Birth & Social Security Number

  • 30 days current pay stubs

  • Recent 2 years of W2s, if self employed, Recent 2 years of tax returns

  • Bank statements for the past two months

  • Investment account statements for the past two months

  • Life insurance policy

  • Retirement account statements for the past two months

  • Make and model of vehicles you own and their resale value

  • Credit card account information

  • Auto loan account information

  • Personal loan account information

If you currently own Real Estate:

  • Mortgage account information

  • Home insurance policy information

  • Home equity account information (if applicable)


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