Loan Appointment Documentation

We want your loan application experience to be smooth and stress-free. Here is a list of documents to help ensure we can get your loan processed as quickly as possible.

Each person’s situation is unique so if you have any questions or are unsure, our member support team will be happy to guide you. 

Call member support at (888) 786-2791  

Auto

Sedans, SUVs, Trucks, Vans

Dealer Purchase

  • Purchase and Sales Agreement
  • Insurance Binder
  • Copy of Title (Used Vehicle)
  • Certificate of Origin (New Vehicle)

Private Sale

  • Bill of Sale
  • Insurance Binder
  • Copy of Title
  • Payoff Letter (If seller is still financing)

Refinance

  • 10-Day Payoff (From finance company)
  • Insurance Binder
  • Copy of Title (Title application if within 90 days of original purchase)
  • Copy of Registration

Lease Buyout

  • Insurance Binder
  • Copy of Title
  • Lease Buyout Instructions
  • Odometer Disclosure Statement

Sports & Leisure Vehicle

RV, Boat, Watercraft, ATV, and Motorcycle

Dealer Purchase

  • Purchase and Sales Agreement
  • Insurance Binder
  • Copy of Registration
  • Copy of Title or Uniform Commercial Code (UCC)

Private Sale

  • Bill of Sale
  • Insurance Binder
  • Copy of Registration
  • Copy of Title or Uniform Commercial Code (UCC)
  • Payoff Letter (If seller is still financing)

RV Refinance

  • 10-Day Payoff (From finance company)
  • Insurance Binder
  • Copy of Title or Uniform Commercial Code (UCC)

Credit Builder

Credit Builder & Credit Builder Plus

Bring One of the Following

  • 2 paystubs dated within past 30 days
  • Most Recent Bank Statement (Include current balance)
  • Most Recent IRA/Annuity Income
  • SS/Pension/VA Award Letter
  • Child Support (Court order with 6 months of received payments/receipts)
  • 2 Years of Tax Returns

Home Improvement

Home Improvement & Green Rate

Bring one of the following

  • Copy Vendor Estimate
  • Materials / Tool Receipts