Documents Required for Mortgage Application

Documents Required for Mortgage Application

The list of Documents Required for Mortgage Application below will provide the basics we may ask for in a typical transaction. Although, some loan refinance programs may require much less documentation to little at all.

  • Personal Tax Returns for past 2 years with all schedules
  • Corporate Tax Returns for past 2 years with all schedules (if applicable)
  • W-2 forms for past 2 years
  • Two (2) most recent pay stubs showing YTD income
  • Two (2) most recent bank statements (checking and savings), all pages
  • Drivers License for each borrower
  • Most recent statement for retirement accounts, 401K, etc.
  • Additional documentation as needed