The following information is usually required during the loan process.

Identification:
• Your Social Security number

Assets:
• Bank statements for past two months
• Investment account statements for past two months
• Life insurance policy
• Retirement account statements for past two months
• Make/model of vehicles you own along with their resale value

Liabilities:
• Credit card account information, including balance and monthly payment
• Auto loan account information, including balance and monthly payment
• Personal loan account information, including balance and monthly payment

Incomes:
• Current pay stubs and W2, or if self employed, past two years of tax returns

If you currently own real estate:

• Mortgage account information, including balance and monthly payment
• Home equity account information, including balance and monthly payment (if applicable)
• Home insurance policy information