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)