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The basics about you (and your co-borrower, if any)
• Current address (or addresses) for the past two years
• Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN)
• Employment history for the past two years, including your employer name, address and phone number
The money you earn per year
• Current annual salary or wedges, bonuses, commissions, etc.
• Any other sources of income such as alimony, child support, interest from assets, rental property income, pension, etc.
• If self-employed, the adjustable gross income from your 1040 tax form
The assets you possess
• Bank and brokerage accounts: institution name and current balances
• Property you own: real state, address, current market value, rental income you receive (if any) and, in the case that there is an existing mortgage loan, the amount you owe and your monthly payment
• Information about your debt: it will be auto populated based on your credit report.
The basics about the Property
• Value and address of the property you are planning to buy. If you don’t have the address of haven’t found one yet, enter TBD
• Amount you'd like to borrow toward the purchase or refinance
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