Documents Needed For a Mortgage

Mortgage Loan Document 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