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Mortgage Loan Documents Checklist

Banking for Individuals

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FOR THE MORTGAGE PROCESS


Certain information and documentation is required to complete the mortgage process. Depending where you are in the process, the following mortgage checklists will help you prepare the necessary items.


Mortgage Pre-qualification Checklist

  1. Estimated annual income
  2. Estimated monthly debt expenses
  3. Estimated assets
  4. Current employment
  5. Current credit


Mortgage Pre-approval Checklist

  1. Estimated annual income
  2. Estimated monthly debt expenses
  3. Estimated assets
  4. Current employment
  5. Current credit
  6. Home loan application


Mortgage Application Checklist

  1. Two of the most recent pay stubs for each borrower
  2. Most recent W2 for each borrower
  3. Self Employment = 2 years most recent personal tax returns with all pages & schedule
  4. Self Employment = 2 years most recent business tax returns with all pages & schedules (if applicable)
  5. Bank statements for the last two months with all pages
  6. Investment account statements for the last two months or quarter (if applicable)
  7. Most recent mortgage statement (if applicable)
  8. Home insurance policy information
  9. Home equity account information (if applicable)


Download mortgage checklists


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