The following information is usually required during the loan process:
Your Social Security number
One month of current pay stubs
W-2s for past two years
Federal Tax Returns with all schedules for the past two years
Bank statements for the past two months
Investment account statements for the past two months or latest quarter.
Life insurance policy
Retirement account statements for the past two months or latest quarter
If you currently own Real Estate:
Mortgage account information
Home insurance policy information
Home equity account information (if applicable)
For condos documentation for the amount of HOA dues owed.