The following information is usually required during the loan process:

• Your social security number
• Current pay stubs or if self employed, past two years of tax returns
• Bank statements for the past two months
• Investment account statements for the past two months
• Retirement account statements for the past two months

 If you currently own real estate:

• Mortgage account information
• Home Equity account information (if applicable)
• Home insurance policy information
• Original title insurance and survey if you are refinancing a property