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

Home Loan Checklist

For your appointment

Things to bring 

Here is a list of things of things you should prepare for your appointment with a mortgage lender:
  • 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.