We know that getting a home can be stressful, so we want to provide you with a simple checklist that can be used as a general guideline to what you may need when applying for a mortgage. It is important to keep in mind that every loan scenario and document requirement may differ situation to situation. Please note that you are not required, in any way, to provide documentation to your lender just because you make an inquiry or application.

A printable PDF can be found here for your convenience.

General Documentation

  • Valid drivers license of other state issued ID & Social Security card
  • Financial account statements from the past 2 months (checkings, savings, stocks, mutual funds, etc.)
  • Residential address history from the past 2 years, including landlord/mortgage information
  • Loan info for all other real estate owned, if applicable (balance, monthly payments, rent collected, etc.)
  • 30 days of recent pay stubs and W2s/tax returns for the past 2 years

Here are some additional documents that may be required pending specific situations:

If Self-Employed

  • Year-to-date profit and loss statement and balance sheet
  • Past 2 years personal and business tax returns, including all schedules
  • K-1’s and W-2’s if applicable

If refinancing

  • A copy of the survey of your home and mortgage statement

If using a VA Loan

  • DD-214 or Statement of Service

If using First Bank’s Bridge or Portfolio Loans

  • Current mortgage monthly billing statement
  • Proof of property taxes, insurance and HOA dues (if applicable) for current property
  • Copy of the Note and Deed of Trust for current property
  • Sellers net sheet and CMA for current property – your Realtor can provide this for you

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