Mortgage Document Checklist

Get organized and speed up your mortgage approval with our interactive checklist

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Document Categories

Income Documentation

Prove your ability to repay the loan

Most recent 2 pay stubs

Required

Must show year-to-date earnings

W-2 forms for last 2 years

Required

All pages including any amendments

Tax returns for last 2 years

Required

All pages and schedules, signed

Employment verification letter

Required

From HR confirming position and salary

Profit & Loss statements (if self-employed)

Year-to-date and previous year

Quick Actions

Organization Tips

Create a Dedicated Folder

Keep all mortgage documents in one place, both physical and digital copies.

Scan Everything

Digital copies make it easy to share documents quickly with your lender.

Start Early

Gather documents before house hunting to speed up the approval process.