The following information is usually required during the loan process:

• W2 Forms for the previous two years
• Recent pay stubs covering one month
• If you are self-employed, receive commission income or own rental property, include most recent two years’ tax returns with all schedules.

• Most recent savings and checking statements covering a two month period
• Recent statement of your 401(k) savings plans, IRA’s,CD accounts, investment portfolio, money market accounts

• Copy of Homeowner’s insurance with the name and phone number of your insurance agent.
• Name of institution, account number and phone number of your present mortgage holder(s).
• Contact information for your condo association (if applicable)

• Copy of sales contract with all parties’ signatures (not required for pre-approval)

• If divorced, please provide copies of your recorded divorce decree