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Loan Checklist

Being prepared is also a great way to speed up the loan process.

Use this helpful checklist to gather the documentation needed for your home financing:

  • Your Social Security number
  • Current pay stubs or, if self employed, your tax returns for the past two years
  • 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, you will also need to have the following items:

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