Mortgage Application Checklist

Documents Needed

Below is a list of documents that are required when you apply for a mortgage.
However, every situation is unique and you may be required to provide additional documentation.
So, if you are asked for more information, be cooperative and provide the information requested as soon as possible.
It will help speed up the application process.

  • Pay stubs for the past 30 days
  • W-2 forms for the past 2 years
  • Tax returns for the past 2 years (all pages)
  • All pages of your bank statements for the past 2 months
  • Self-Employed, Corporate Tax Returns for the past 2 years (all pages)
  • All pages of your retirement account statements for the last quarter
  • Proof of any supplemental income
    Legible copy of your social security card
  • Legible copy of your driver’s license
  • Credit card account information (monthly payment balance)
  • Personal loan account information


If you currently own Real Estate:

  • Mortgage account information
  • Home insurance policy information
  • Home equity account information (if applicable)