Pre-Approval Checklist
Get Pre-Approved
Information And Documentation Checklist
Our checklist can help you gather important information that may be required for the home finance application
* More information may be required based on the specific individual situation
Financing Information
- Type of financing (Fixed or Adjustable, Conforming or Conforming Jumbo)
- Term of financing (30, 20, or 15-year term)
Property Information
- Financing purpose (Owner occupied, Second home, Investment property)
Personal Information
- Photo ID
- Social Security Card
Employment Information
- Employment history for the past two years
- Most recent pay stubs, reflecting 30 days of YTD earnings
- W-2 forms for the past two (2) years
- Tax returns for the past two (2) years
- If self-employed (personal as well as business returns): complete with all schedules for most recent two (2) years
Asset & Liabilities Information
- Financial/Bank Statements, reflecting 60 days (all accounts & all pages)
- Auto loan statements
- Home finance statements for the last two years