The following information is usually required during the loan process:

• W-2's most current two years
• One month Current Pay stubs or if self employed, past two years of Federal Tax returns with all schedules
• 2 months current Bank statements (must contain account holder name and account number, all accounts, all numbered pages)
• Current Investment account statement (all numbered pages)
• Current Retirement account statement (all numbered pages)
• Divorce decree (if applicable)
• Child Support Order (if applicable)
• Name and phone number for insurance agent
• Copy of drivers license or other photo I.D.
• Copy of Social Security Card if number does not appear on drivers license

For Home Purchases:

• Purchase contract
• Copy of earnest money check (if applicable)
• Documentation that earnest money check has cleared

For VA Loans

• Certificate of Eligibility
• DD-214
• Disability Awards Letter (if applicable)

For Refinances:

•  Copy of most recent HUD-1 or settlement statement