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Mortgage Checklist

The following is a list of Information and Documents that are typically required for the Loan Approval Process:



  • Pay Stubs/Statements for the previous 30 days
  • Federal Income Tax Returns for the previous two years (Personal and Business, if applicable).  Please include all filed Forms and Schedules.
  • W-2 Forms for previous two years, as well as any applicable K-1 Forms.
  • Proof of Additional Income such as Social Security or Retirement Benefits, Child Support or Alimony (if applicable).


  • Statements for Checking, Savings and Money Market Accounts for the last two months--all pages please.
  • Statements for other Investment Funds and Retirement Funds (IRA or 401-k) for the last two months.


  • Valid Drivers License or other Official issued ID
  • Social Security Card (for FHA Loan)
  • Divorce Decree (if applicable)
  • Proof of Veteran Status (for VA Loan)


  • Sales Contract
  • Home Owner’s Insurance Agent contact information


Note:  The above is intended to be a General List of items needed, but your loan circumstances may require additional information or varied amount and types of documentation.

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Direct:  (972) 461-7286
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