Mortgage Checklist

Documents Required for a Home Loan

Quick Tips for Getting Started on Your Home Purchase

Documents Needed Mortgage Checklist

Speed your loan process by gathering documents now.

NOTE: “All pages” includes front and back pages, even if the backside of the document does not appear to contain important information.

In order to expedite the paperwork process, start gathering the following items:

Salaried or Hourly Borrower:

  1. Pay stubs (past 30 days)
  2. W2s (most recent two (2) years)
  3. Bank and/or brokerage statements (all pages, most recent two (2) months)
  4. Retirement statements (most recent two (2) months)
  5. Valid, Government-Issued Photo ID

Self-Employed Borrower:

  1. Personal and business tax returns (all pages, most recent two (2) years)
  2. W2s and/or K-1 forms (as applicable, most recent two (2) years)
  3. Bank and/or brokerage statements (all pages, most recent two (2) months)
  4. Retirement statements (most recent two (2) months)
  5. Valid, Government-Issued Photo ID

Please call Leaman Team today to discuss your home financing: (512) 710-1400 or email LeamanTeam@LoanPeople.com.