Mortgage Checklist

Start gathering copies of these items to get your loan started, as they are required in the loan approval process:

  • Your Social Security number
  • One month’s current pay stubs
  • Two most recent years W-2’s
  • Two most recent years Federal Tax Returns, all pages and schedules
  • Bank statements for the most recent two months
  • Investment account statements for the most recent two months
  • Retirement account statements