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Initial Mortgage Loan Document Checklist

Loan Document Checkist

Supporting Documentation

Most recent 2 Pay Stubs from all employment 


Most recent 2 months of bank statements for all borrowers


Most recent 2 years individual tax returns 


Most recent 2 years form W2s, 1099s and/or K1s


Most recent 2 years business tax returns ONLY if you are self-employed, if you own other real estate or if you received commission income.


Copy of all current mortgage statements for all real estate owned

Evidence of hazard and flood insurance for all real estate owned


Valid Identification (i.e., driver's license, passport, visa, state ID, etc.)


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