Young man and woman giggling together on floor with laptop and house blueprints in front of couch

Home Loan Checklist

To ensure an efficient and seamless process from start to finish. Please gather the following documents and identification ahead of time:
  • 30 days worth of pay stubs
  • Last 2 years of W-2s
  • Last 2 years of complete federal tax returns (all schedules, personal & business*)
    *If self-employed, retired, or if you own rental properties
  • Copy of drivers’ licenses or other acceptable identification (passport, etc.)
This might not be everything you need, but it will at least get you started. Every home loan situation is different and additional information may be requested on a case by case basis.  Our mortgage lenders will talk with you and determine if more information is needed for your situation.