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Getting a Mortgage or Home Equity Loan?

1 minute read

Here's What You'll Need

Mortgage, Home Equity and Equity Line of Credit

  • SSN or ITIN
  • Date of birth
  • Address
  • Employment information and income
  • Approximate total debt

Here are some of the things we may ask for later in the process:

  • Paystubs for the last 30 days
  • 2 most recent W-2s
  • 2 most recent tax returns
  • 2 most recent bank statements
  • Homeowners insurance declarations page

Your perspective is important to us and helps us see where we’re hitting the mark and where there might be areas to improve.