Getting Prepared

We've provided a handy checklist of what information you may want to gather prior to starting your loan application - helping you complete the process even faster and easier.

General Items

  • Social security numbers
  • Permission to obtain your credit history
  • Most recent paystub (Salaried/W-2 Wage Earner)
  • Tax Return (If self-employed)
  • Most recent bank statements (Checking, Savings, Investment Accounts, etc.)
  • Approximate payment / balance information for installment and revolving debt (auto loans, credit cards)

Real Estate Purchase Transaction Items

  • Purchase and sales agreement
  • Estimated real estate taxes
  • Approximate balances for existing real estate loans

Real Estate Refinance Transaction Items

  • Estimated value of the property being financed
  • Approximate balances for existing real estate loans

  


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