To get started, use the mortgage application checklist below. The mortgage application process can seem overwhelming, but my team and I are here to guide you and make it as stress free as possible.
These documents are not required for a simple pre-approval. However, allowing me to review these documents upfront will give you a more secure and reliable assessment of your financial picture so that we can choose the right mortgage loan product for you. Once you have gathered these documents. you can upload these documents through our secure application portal by applying online. Contact me if you would to discuss other options for document delivery.
Click the image to download a printable PDF version of the mortgage application checklist
Last 2 Years of Business & Personal Federal Tax Returns with All Pages (if self-employed or if you have rental properties)
Last 2 Years of W2s, 1099s, and/or K1s
Last 30 Days of Paystubs
Last 2 Months of Personal Banking & Investment Statements with All Pages (must be official copies or PDFs downloaded online)
Most Recent Mortgage Statements for All Real Estate Owned
Most Recent Homeowner’s and Flood Insurance Bills for All Real Estate Owned (or agent contact info)
Most Recent HOA Bills for All Real Estate Owned
Most Recent Property Tax Bills for All Real Estate Owned
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