The following information is usually required during the loan process

• Your Social Security number and date of birth
•  2-year residential and employment history
• Current pay stubs covering last 30 days, 2 yrs W2's &/or federal tax returns for the past 2 years
• Bank statements for the past two months (all the pages)
• Investment account statements for the past 2 months (all the pages)
• Retirement account statements for the last quarter (all the pages)
• 3 months credit card account statements if they are being paid in full monthly
• HOA and/or property management information for Condo's/PUD's (if applicable)
• If your home is in a living trust, we will need you to complete a Certification of Trust &  provide copy of your Living Trust
• 1st time home buyers, please provide landlord information

If you currently own Real Estate

• Completed Schedule of Real Estate (form available on the website)
• Most recent mortgage statement(s)
• Home insurance policy & agent information
• Home equity account information (if applicable)
• Property tax information
• Rental income information
• HOA statement (if applicable)