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)