Mortgage Application Required Documents List

To pre-qualify for a mortgage, the following documents are required:

For Employment and Income Verification:

- 2 most recent tax returns with W2 Forms
- 30 days most recent paystubs

For Identification:

- 2 forms of ID (Driver’s License and Social Security Card)

If Applicable:

- VA – DD214 Statement
- VA - Certificate of Eligibility (COE)
- Resident Alien Card (if not a US Citizen)

For Financial Assets:

- 2 months of *complete bank statements (checking, savings, stocks, etc.)
*All pages needed

For All Property Owned:

- Mortgage Statement
- Hazard/Homeowners Insurance Statement
- Property Tax Statement
- HOA Coupon

If You Are Self-Employed:

- Last 2 years of business and personal tax returns and K-1 & schedule forms
- Year-To-Date Profit and Loss Statements

Ready To Apply?

Simplify Your Home Buying -

Effortless Applications, Exceptional Service

Apply Now

Have More Questions?

No Question Is Too Small -

Reach out to Derek today for expert guidance

Contact US

"Great Experience, Always on Top of Things, Great Communication"

They were always responsive to my needs and allowed for a smooth process. All of the processing took place in a timely manor and there were no hold ups on their end. I would highly recommend this group to anyone in need of a mortgage.

— matt kinzer09 from Las Vegas, NV 89128

More Reviews