• Legal Description of Property
• A copy of the Agreement to Sell or Purchase Property
• Address of Employers
• Previous landlord's name and address (if you have lived at that location less than 24 months)
• Previous employer's name and address (if you have been employed by present employer for less than two years)
• All checking account numbers
• All savings account numbers
• All money market account numbers
• Most recent brokerage house statement of investments
• Loan numbers for all loans--bring name and address of lenders
• Monthly payments on real estate debt
• Credit card account numbers, balance, and monthly payment
• Monthly income on investment property
• Copy of divorce/separation papers (if applicable)
• Two years Profit & Loss Statement if self-employed
• Year-to-date Profit & Loss Statement if self-employed
• Two year's tax returns if self-employed or if 5% or more of your income is derived from investments
• W-2 and current pay stub
• Driver's License

Please note if you have accounts or loans from out-of state depositories and businesses you must provide names, addresses, and zip codes.

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