The following is a list of documents and information you should have available to speed the process to loan approval.

• Your Social Security number
• Last two year's tax returns with all schedules attached
• All supporting income documentation (W-2s, 1099s and K-1s)
• Social Security, pension, VA benefit award letters, etc. (if applicable) 
• Complete bank statements for the past two months. Please include all numbered pages, even if 'intentionally left blank’. (NOTE: Corporate/business accounts with business names on the statement cannot be used.
  • All personal checking accounts
  • All personal savings accounts
• Investment/Retirement account statements for the past two months (or quarter)
• Make and model of vehicles you own and their resale value
• Copy of a photo ID for each borrower

 If you currently own Real Estate, the following information is usually required during the loan process:

• Mortgage account information (Last statement)
• Home insurance policy information (Policy declarations page)
• Home equity account information (if applicable)

If you currently own more than 25% of a corporation for which you receive K-1s:

• Last two years federal tax returns for the business
• Current year-to-date profit and loss statement