Document Checklist Generator

Get a personalized checklist of documents needed for your mortgage application.

Enter Your Mortgage Loan & Employment Details

Loan Type

Employment Type

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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

0/2

Government-Issued Photo ID

Driver's license, passport, or state ID

Social Security Card

Or verification of Social Security number

Income Verification

0/3

Recent Pay Stubs

Last 30 days (2 most recent)

W-2 Forms

Last 2 years

Federal Tax Returns

Last 2 years with all schedules

Assets

0/3

Bank Statements

Last 2 months for all accounts

Investment Account Statements

401k, IRA, stocks, bonds (last 2 months)

Gift Letter

If using gift funds for down payment

Property

0/2

Purchase Agreement

Signed contract for home purchase

Homeowners Insurance Quote

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• Outdated documents (over 90 days old)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