Loan Application Checklist

You’ll need to provide the following documents when applying for a mortgage loan. We may ask you for additional documents after your loan file has been reviewed.

  • Your bank statements for the most recent three-month period, or
  • A copy of the bank statements for all accounts that will be used in this transaction
  • Documentation of the source of any large deposits
  • W-2 forms for the previous two years
  • Most recent pay stubs covering a 30-day period and showing year-to-date earnings
  • Signed federal tax returns for the past two years

If self-employed:

  • Signed corporate/partnership tax returns for the past two years
  • Profit-and-loss statement, showing year-to-date earnings, on accountant’s letterhead

What people are saying


"You were patient, knowledgeable, super easy to work with and very very helpful. Love the combination of automated information at milestones and the personal outreach."

— Mariko M.

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