• Legal description of the property

• Contract to purchase property

• Choice of closing attorney

• Address of employers

• Previous landlord’s name and address (if you have lived there 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 addresses of lenders

• Monthly payments and balances on all loans

• Credit card account numbers, balance, and monthly payment

• Monthly payments on real estate debt

• Monthly income on investment property

• Copy of divorce/separation papers (if applicable)

• Two years P & L if self-employed

• Year-to-date P & L if self-employed

• Two years’ tax returns if self-employed or if 5% or more of your income is derived from investments

• W-2 and current pay stub

• W-2 and current pay stub if self-employed

*Please note that if you have accounts or loans from out of state depositories and businesses, please be sure to provide names, addresses and zip codes.