Mortgage Basics
Application Checklist
The checklists below are provided as a general guide of the information and materials typically needed when applying for a home loan. Note that every borrower's situation is unique, and additional documentation may be required based on your individual circumstances and the type of loan you choose.
- Driver’s license (copy front and back)
- Green card (copy front and back) / EAD card (if applicable)
- W-2 forms for the past two years
- Personal tax returns for the past 2 years
- Business tax returns for the past 2 years (for business owners)
- Most updated paystubs
- Most updated bank statement
- For each property you own, please provide:
- Most recent mortgage statement
- Most recent homeowner’s insurance invoice
- Most recent HOA invoice - Signed purchase agreement or sales contract
- Attorney’s contact email address
- Insurance agent’s contact email address
- Driver’s license (copy front and back)
- Social security number
- Green card (copy front and back) / EAD card (if applicable)
- Most updated bank statement
- Employment Information:
- Employer's name and address - For each property you own, please provide:
- Most recent mortgage statement
- Most recent homeowner’s insurance invoice
- Most recent HOA invoice
- Lease / Rental agreement - Signed purchase agreement or sales contract
- Insurance agent’s contact email address
- Attorney / Title’s contact email address