What to Bring to Your Loan Appointment

In preparation for your loan appointment and to ensure a quicker turnaround time, please bring the following to your appointment:

  • Updated employment information, including:
    • last 3 months pay stubs
    • notice of tax assessment
    • direct deposit information
    • letter from employer verifying position and pay, or income tax return
  • Your employer's legal address
  • Updated copy of assets with approximate amount or value of asset
  • Updated copy of liabilities, including:
    • current balance
    • payment amount
    • authorized limit for credit card or line of credit, if applicable