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Mortgage Application Checklist

Here's everything you need to start your application.

Your first step is to gather the following routine information that will be needed in the application process.

Mortgage Application Checklist
  • A photo ID and proof of Social Security Number.
  • Pay stubs for the most recent 30 days.
  • Complete bank and investment account statements from the past 2 months.
  • Most recent 2 years of federal tax returns: all schedules, K1s, etc. Also include all W2s and 1099s.
  • VA loan applicants need Form DD-214(discharge papers).
  • Any legal documents such as divorce decrees, property settlements, etc.
  • Evidence of child support received (if shown on your application).
  • Copies of tax bills, insurance declaration pages and mortgage statements for all properties owned.
Please note: Other documents may be required depending on your loan type.
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