Home Purchase Checklist


The following information is usually required during the loan process:

  • Current pay stubs

  • Your tax returns for the past two years including W-2’s

  • Bank statements for the past two months

  • Investment account statements for the past two months

  • Retirement account statements for the past two months

If you currently own Real Estate:

  • Mortgage account information

  • Home insurance policy information

  • Real Estate tax bill

  • Home equity account information (if applicable)

If purchasing a home:

  • Sales contract with copy of earnest money check