Get Organized Checklist

This list offers basic guidelines for the type of documentation and information you'll need ahead of time that will help the loan application process move smoothly as you are filling out the application.

Personal Information

  • Social Security Number
  • Date of Birth
  • Pay stubs for the last two months
  • W-2 forms for the past two years
  • Bank statements for the past two or three months


  • Full address of property you're purchasing or refinancing
  • Value of property (estimated)
  • A signed contract of sale (if you have chosen your new home)
  • If refinancing, balance of first mortgage
  • If refinancing, name of bank or lender that holds your first mortgage


  • Your salary (if self employed, your tax return is required)
  • Rental income
  • Income from any other source (alimony, child support, or separate maintenance income need not be revealed unless you wish to have it considered for your pre qualification request)


  • Your current monthly mortgage or rent payment
  • Amount of monthly debt:
    • credit cards
    • auto loans
    • student loans
    • other

Depending on your situation, you may be asked for more or less information.

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