Document Checklist Generator
Get a personalized checklist of documents needed for your mortgage application.
Your Loan Details
Completion0 of 10
0% complete
Quick Tips
- • Gather documents early to speed up approval
- • Provide complete documents (all pages)
- • Documents should be recent (within 60-90 days)
- • Digital copies are acceptable
- • Keep originals for your records
Your Document Checklist
10 items
Personal Information
0/2Driver's license, passport, or state ID
Or verification of Social Security number
Income Verification
0/3Last 30 days (2 most recent)
Last 2 years
Last 2 years with all schedules
Assets
0/3Last 2 months for all accounts
401k, IRA, stocks, bonds (last 2 months)
If using gift funds for down payment
Property
0/2Signed contract for home purchase
From licensed insurance agent
Document Submission Tips
Best Practices:
- • Scan documents in color at 300 DPI
- • Ensure all pages are included and legible
- • Remove passwords from PDFs
- • Label files clearly (e.g., "2023_W2_JohnDoe.pdf")
Common Mistakes to Avoid:
- • Missing pages from bank statements
- • Outdated documents (over 90 days old)
- • Incomplete tax returns (missing schedules)
- • Unsigned forms or documents
Need help gathering documents? Our loan officers are here to assist you.
CALL (480) 546-8001