Loan Application Checklist

Time To Submit For Loan Approval or Pre-Approval?

Use the following checklist to help you organize your supporting paperwork as you begin the home shopping and financing process:


General income, asset & debt information

  • Salary information for the last 30 days
  • Creditor names, addresses, account numbers, balances and monthly payments for all current loans
  • Estimated values for personal property, including furniture


Income information for the last two years

  • Signed federal income tax returns
  • W-2 or 1099 forms.


Asset information for the last three months

  • Bank statements
  • Retirement account statements
  • Mutual fund and stock account statements.


Copies of:

  • The listing agreement, if you are selling another property
  • The closing statement on any properties recently sold
  • Homeowners insurance information
  • Current rental agreements for any rental properties you own
  • Any gift letter and copy of check where applicable
  • Separation, divorce and child support documentation, as applicable
  • Photo ID & social security card
  • Pension award letter for retiree borrowers
  • Social security award letter for borrowers using social security as proof of income


Explanations for:

  • The source of your down payment and closing costs, including supporting documentation
  • Late, slow or no payments on your credit report


If you are self-employed, you need:

  • Signed copies of last two years’ business tax returns with schedules
  • A YTD profit & loss statement
  • A personal financial statement


Don’t know where or how to start the pre-approval process?

Don’t worry.

Tell me a little about yourself and I can help you get started. I have mortgage professionals of the highest caliber that I trust to work with my clients.

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