For loan appointments, please bring the below to help us better serve you. You can expect your appointment to last between 30-60 minutes. In advance of your appointment, please unfreeze your credit if you currently have a security freeze on your credit report.
Personal Loans/Credit Cards/Line of Credit
- Copy of driver license for all borrowers
- 30 days of current paystubs
Refinance
- Copy of driver license for all borrowers
- 30 days of current paystubs
- Copy of registration
- 10 day payoff letter
Purchase
- Copy of driver license for all borrowers
- 30 days of current paystubs
- Buyers Order or Bill of Sale
For new account appointments, please have the following available. You can expect your appointment to last between 30-60 minutes.
- Personal information including address, date of birth and Social Security number
- Valid driver’s license or state issued ID
For mortgage appointments, please bring the below. You can expect your appointment to last 30 minutes.
- Driver’s License
- Most recent 30 days paystubs
- IRS W-2 forms covering the most recent two-year period
- Most recent 2 years tax returns
- Most recent 2 months bank statements (all pages even if blank
- Current official mortgage billing statement for the subject property (if applicable)
- Homeowner’s Insurance Declaration pages for the subject property (if available)
- Current mortgage statement(s) for all properties currently owned (if applicable)
- Current homeowner’s insurance declaration pages for all properties owned (if applicable)
- Current property tax billing statements for all properties currently owned (if applicable)