The requested documentation varies based on the unique situation of the borrower. The following checklist outlines the most commonly Requested Documents for a home mortgage loan. Gather what you can for your meeting with your loan officer; it doesn’t have to be perfect to get started!
If you are self-employed or paid as a 1099 contractor:
If you own investment properties:
For all liquid assets (checking/savings accounts):
For all assets (checking, savings, IRA, 401K, mutual funds)*:
*If you’re not sure exactly what we need, please ask your loan officer, as every program has slightly different requirements.
If you print online statements, please print every page (even the one left blank) and make sure your name, the financial institution’s name, the account number, and dates of the statement period appear on every page. We need it all.
We take your personal security seriously, and encourage you to use one of our tools to send us your information securely. Please reach out to your loan officer to learn more about our mobile app and SecureDock. If you do not have a loan officer you are working with yet, email firstname.lastname@example.org or call 206-789-8629.