Process Checklist

First-Time Buyers

Our mortgage experts will usually ask you for the following:

• Your Social Security number

• Current pay stubs or, if you’re self-employed, your tax returns for the past two years

• Bank statements for the past two months

• The past two months’ statements for any investment accounts

• The past two months’ statements for any retirement accounts

• The make, model, and resale value of any vehicles you own

• Credit card account information

• Information about any auto loans

• Information about any personal loans

Current Owners

Our mortgage experts will usually ask you for the following:

• Mortgage account information

• Home insurance policy information

• Information about your home equity account, if you have one