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Mortgage Loan Documents Checklist

Mortgage Checklist

There are several things to gather before you begin the mortgage process. Additional documents needed for mortgage pre-qualification or pre-approval may be requested depending on your situation, but this is a great start:

  • Your Social Security number
  • Last 30 days of pay stubs
  • The last two years of your W2s for all employers
  • If self- employed, a copy of your signed Federal tax returns for the past two years
  • Bank statements for the past two months
  • Investment account statements for the past two months
  • Retirement account statements for the past two months
  • Credit card account information
  • Auto loan account information
  • Personal loan account information
  • Any additional loan information

If you currently own Real Estate:

  • Mortgage holder account, payment and balance information
  • Hazard insurance policy information
  • Home equity account, payment and balance information (if applicable)

Download our mortgage checklist