The following information is typically required during the home loan process:
 

• Your social security number(s)
• Current pay stubs
• W-2s for the past two years
• Two years of tax returns if you are self-employed
• Bank statement for the past two months
• Investment account statements for the past two months including 401(k)s, IRAs, stocks, bonds, and mutual funds

 

If you are purchasing and have an accepted offer, we will also a need a complete signed copy of your offer to purchase.