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Mortgage Checklist

Listed below are the items that will be needed to fully process your mortgage or loan.

  • Two most recent pay stubs.
  • W-2's Forms for last 2 years
  • Social Security Cards
  • Drivers License or Picture IDs
  • Bank statements for all checking, savings and/or investment accounts 
    (2 most recent)
  • Divorce decrees (if any).
  • Documents showing other real estate owned and loan information on same.
  • Certificate of Eligibility or DD214's on VA mortgages 
    (not required for VA-Owned properties)
For self-employed only:
  • Tax returns and schedules for last 2 years and Year-to-date profit and loss statement
  • All items listed above.
For commissioned sales people only:
  • Tax returns and schedules for past 2 years Year-to-date profit and loss statement Most recent 1099 or W-2 statement
  • All items listed above.

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