Document Checklist

As you undertake the home loan process, there is a list documents that your Loan Originator will typically need to have you and your co-borrower (if applicable) fill out to provide required or qualifying information. You can be be one step ahead by having those documents ready. Here is a list to get you started. Note that additional documents may be needed later in the process.

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Borrower Verification/Mortgage Verification /Homeowner's Insurance

● Mortgage Statement (s) for all existing mortgages for Primary Residence

● Homeowner's Insurance Declaration page

● Homeowners Association Statement (if applicable)

● Driver's License-all borrowers on application

● Social Security Card-all borrowers on application

Income - Employed or Self Employed

● One full-month of most recent pay stubs

● Most Recent Two Years W-2's

● Most recent Two Years Federal Tax Returns all pages needed

● Most Recent Two Years K1's and Corporate or Partnership Returns - all pages

● Balance sheet and Profit and Loss Statement for Year to date

Social Security, Disability or Pension

● Social Security Award Letters

● 2014, 2013 SSA-1099-all borrowers on application

● Pension Award Letters


● Last 2 month's bank statements for checking and savings- all pages needed

● Most current asset account statements for 401ks, IRAs, Stocks, CDs- all pages needed

If You Own Rental Properties

● Signed rental agreement(s) - all properties

● Mortgage Statement(s) - all properties

● Homeowners Insurance - all properties

● Tax Bills - all properties


● Signed Purchase Agreement-All pages and all counteroffers

● Escrow contact information

● Deposit Receipt for Earnest Money

● Contact info for Listing and Selling Agent


● Divorce Decree

● Separation Agreement

● Bankruptcy Filing

● Proof account paid

● DD-214-VA loans only

● Certificate of Eligibility- VA loans only

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Fill out the form below or call us and a Loan Originator near you will reach out to answer any questions you may have, or assist you with the application process.