The following information is usually required during the loan process:
- Name, address, SSN
- Current pay stubs or, if self employed, tax returns for the past two years
- Bank statements for the past two months
- Investment account statements for the past two months
- Retirement account statements for the past two months
- Photo ID
If you currently own Real Estate:
- Mortgage account information
- Home insurance policy information
- Home equity account information (if applicable)
