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Mortgage Lender Checklist

What you need to apply for a mortgage

Review this mortgage lender checklist to ensure you’re prepared to discuss your mortgage.

  • W-2 forms — or business tax return forms if you’re self-employed — for the last two or three years for every person signing the loan.
  • Copies of at least two pay stubs for each person signing the loan.
  • Copies of two to four months of bank or credit union statements for both checking and savings accounts.
  • Lender, loan number, and amount owed on other installment loans, such as student loans and car loans.
  • Addresses where you’ve lived for the last five to seven years, with names of landlords if appropriate.
  • Copies of brokerage account statements for two to four months, as well as a list of any other major assets of value, such as a boat, RV, or stocks or bonds not held in a brokerage account. 
  • Copies of your most recent 401(k) or other retirement account statement.
  • Documentation to verify additional income, such as child support or a pension.
  • Copies of personal tax forms for the last two to three years.

Now review the 10 questions you should ask your lender!

Check out our Zillow reviews!

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Lisa Taylor

Lisa Taylor

Indiana REALTOR® Crawfordsville Specialist
765-225-4123
Contact Lisa
Listing Alerts Your Property's Value

Testimonials

"Lisa was great to work with! This was our first time selling a home and she made everything so easy! I had lots of questions and she always answered quickly.... continued"
- Megan & Justin McClamroch
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Reviews on Zillow
1891219
"Lisa was very helpful in listing my mother-in-law's residence. Once the listing was complete, it was sold the next day! We did have a couple of ... more "
5.0/5.0
by terrig100
1959909
"I first met Lisa when I was looking to buy a house. Her knowledge and expertise made it a great experience so when I had a house to sell I went to ... more "
5.0/5.0
by donnaj8

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Lisa Taylor

Specializing in Crawfordsville
& Western Indiana Real Estate

765-362-4123 OFFICE|765-225-4123 MOBILE
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