Getting Prepared

We've provided a handy checklist of what information you may want to gather prior to starting your loan application - helping you complete the process even faster and easier.

General Items

  • Social security numbers
  • Most recent paystub (Salaried/W-2 Wage Earner)
  • Tax Return (If self-employed)
  • Most recent bank statements (Checking, Savings, Investment Accounts, etc.)
  • Approximate payment / balance information for installment and revolving debt (auto loans, credit cards)

    Home Equity Loan Items

  • Two most recent paystubs
  • Last two years W-2's
  • If self-employed, Copies of your complete last two year's tax returns
  • Proof of your homeowners insurance, including your agent's name, address, and telephone
  • Vehicle Loan Items

  • Vehicle Identification Number of the vehicle
  • Year, Make, Model, and mileage of the subject vehicle and trade-in vehicle (if applicable)
  • Approximate payoff or buyout amount (if a refinance or lease buyout)
  • Existing monthly payment and the loan/lease # (if a refinance or lease buyout)