Mortgage Checklist

If you are getting ready to apply or have already submitted your application, the following documents are commonly needed throughout the mortgage process.

What We'll Need From You


To help us review and process your mortgage application, please have the documents listed below ready. We may request additional documents based on your financial situation and the type of loan you choose.

 

• Paystubs covering the most recent 30 days

• 2 most recent years of W-2s and/or 1099s

• 2 most recent years of tax returns

• Bank statements covering the most recent 2 months

• Award/Benefit letters for retirement, Social Security income, etc.

• 2 forms of government-issued identification

• Current mortgage statement and insurance policy/policies (if refinancing)

Ready to Apply


Apply online and partner with a mortgage team that's committed to helping you every step of the way.

Need Help or Have Questions?


Our mortgage experts are here to answer your questions and help you navigate the mortgage process with confidence. Whether you're ready to apply or just exploring your options, we're here to help.