Resources
Loan Preparation Guide

Whether you are a first-time homebuyer or are simply ready to make a change, it's a good idea to prepare for the loan process beforehand. Here is a detailed list of the information you will need for your loan approval.

Residence History


Employment History and Income History

If you are self-employed, you will need:

If retired or disabled, you will need:

If you were a student in the last two years, you will need a transcript or diploma.


Outstanding Loans and Credit Cards

All coupon books or most recent statement for every account you have open.

All savings, checking or investment accounts

All real estate currently owned

 

By furnishing any and/or all of the documentation, an applicant is in no way obligated to accept the terms and conditions of the mortgage offered, nor does the borrower have to provide these documents to receive a Loan Estimate.

*Other criteria may apply

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