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Check List
Not sure what information you need for your loan process?
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See our checklist below!
The following information is usually required during the loan process:
Social Security Number
Current pay stubs or, if self-employed, your tax returns for the past two years
W2's and 1099's for the past two years
Investment account statements for the past two months
Retirement account statements for the past two months
Bank statements for the past two months
If you currently own Real Estate you'll need:
Mortgage account information
Home insurance policy information
Home equity account information (if applicable)
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