mortgage checklist

Lender Checklist:


Yes, I updated this for you, so here is a list of some of the paperwork that you need to start getting together for your loan. You don’t need everything but the more you get together now, the easier it will be when your Offer is accepted and your lender start asking for these. For every person signing the loan we need copies of

To Start

  • Social Security number
  • A few recent paycheck stubs (one months worth)
  • Last years tax return with your W-2s

All the Documents

  • Tax returns with W-2s for the last two years or business tax return forms if you’re self-employed
  • Documents to verify any additional income, such as child support or a pension
  • Any loan payment amounts including lender, loan number and payments (such as car loans and student loans)
  • Two current bank statements or credit union statements for checking and savings accounts
  • Brokerage/Stock account statements
  • Most recent 401(k) or other retirement account statement
  • List of any other major assets of value, such as a boat, RV, or stocks or bonds not held in a brokerage account

Best way to fax your documents straight to my email – Use the Mongo Fax Cover Page

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