In order to process your loan as quickly and efficiently as possible, the following information will be needed to complete your file. If possible, please have this information available at the time of your application.

1. If Purchasing—Original Sales Contract signed by Seller(s) and Buyer(s).
   If Refinancing—Copy of Warranty Deed.
2. Check—to cover the cost of an appraisal and credit report.
3. BANK/CREDIT UNION ACCOUNTS
   Name and address of bank or credit union
   Checking, savings, money market account numbers
   Estimated amount in each account
   Recently opened accounts require proof of transfer of funds
4. CREDIT CARDS
   Name and address of bank, credit union, or institution issuing card
   Account number (and name card is held in)
   Estimated balance and monthly payment
5. OUTSTANDING LOANS (INCLUDING PRESENT MORTGAGE/AUTO LOANS, IF APPLICABLE
   Name and address of bank, credit union, or institution holding loan.
   Account number to loans.
   Monthly payments and outstanding balances.
6. RESIDENCE
   All previous addresses for past two years including, if applicable, landlord’s names, addresses and phone numbers.
7. EMPLOYMENT FOR PAST TWO (2) YEARS
   Position held, salary and date of employment
   Company name and address of employer
   Past 2 year’s W-2 Form
   Most recent past 2 pay stubs
8. IF SELF-EMPLOYED
   2 years completed personal tax returns
   2 years completed partnership or corporate tax returns
   Year-to-date profit and loss statement and balance sheet
9. ALIMONY/CHILD SUPPORT (IF INCOME IS TO BE USED TO QUALIFY)
   Complete divorce decree or separation agreement
   12 months canceled checks or bank statements
10. STOCK, BONDS, MUTUAL FUNDS, ETC.
    Name, address and account numbers
    2 months recent statements
11. LEASES (IF RENTAL INCOME IS TO BE USED TO QUALIFY
    Current lease on any rental property
    Past 2 year’s personal tax returns
12. CONSTRUCTION LOANS
    Plans
    Specs
    Contract