Process Checklist

Whether you’re an individual homebuyer, real estate professional, or builder, we understand it can be a big and often daunting decision to buy property. Provided below is a checklist that can help prepare you for a faster process.

First-Time Property Buyers

The following information is usually required during the loan process. 

• Your Social Security number 
• Current pay stubs or, if self-employed, your tax returns for the past two years 
• Bank statements for the past two months 
• Investment account statements for the past two months 
• Life insurance policies 
• Retirement account statements for the past two months 
• Make and model of vehicles you own and their resale value 
• Credit card account information 
• Auto loan account information 
• Personal loan account information 

Current Real Estate Owners

The following information is usually required during the loan process. 

• Mortgage account information 
• Home insurance policy information 
• Home equity account information (if applicable)