Mortgage Documents Checklist

With home prices increasing and inventory shrinking, homebuyers in the United States need every advantage available. Here are some documents you may need to gather before you meet with a lender to start the process of securing your new mortgage.

Mortgage Checklist Page

Get a Head Start on What’s Needed

Having these documents on hand will give you a leg up on your mortgage journey. While this extensive list covers a lot of bases, other types of documentation may also be asked for depending on the type of loan you are seeking, the kind of home you are purchasing, your qualifications, etc.

APR = Annual Percentage Rate. APR is the cost to borrow money expressed as a yearly percentage. For mortgage loans, excluding home equity lines of credit, it includes the interest rate plus other charges or fees.

Get Started Today!

Fill out the questionnaire on this page to start a discussion about your mortgage needs today!