Mortgage Checklist
Below you will find the most common items needed to process your purchase or refinance. This will vary slightly from borrower to borrower. Click this link to print a copy of this mortgage checklist.
Income Documents
- W-2 Forms (most recent 2 years; all employers)
- Pay Stubs (covering last 30 days; all employers)
- Personal Tax Returns (most recent 2 years; if self-employed)
- Business Tax Returns (most recent 2 years; if self-employed)
- Year-to-Date Business Financial Statements (if self-employed)
Asset Documents
- Bank Statements (most recent 2 months)
- Investment Account Statements (most recent period)
- Retirement Account Statements (most recent period)
Other Helpful Documents
- Homeowners Insurance Information (company, agent, and contact information)
- Mortgage Statement (most recent month)
- Purchase and Sale Agreement (purchases only)
