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The following information is usually required during the loan process: General: - Copy of Driver's Licenses
- Copy of Social Security Card
Income Documentation: - Paystubs – Last two (or equaling one month)
- W-2s / 1099s – Last two years
- Tax Returns – Last two years, Personal, Partnership(s) and Business as applicable
Asset Documentation: - Checking / Saving Accounts last two months Statements (ALL pages)
- Retirement Accounts last two months Statements (ALL pages)
- Investment Accounts last two months Statements (ALL pages)
If you currently own real estate: - Recent mortgage coupon/statement for ALL mortgages
- Insurance agent contact information for homeowners insurance policy
We very much look forward to talking with you and helping you with your mortgage needs
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