The paperwork required for a mortgage doesn’t have to overwhelm you. Putting together your mortgage checklist should be simple and easy. In an effort to help you organize the personal documents you’ll need to obtain a home loan, here’s a list of information that is typically required during the loan process:
- Current pay stubs (most recent 30 days worth of paystubs)
- Tax returns for the past two years including all schedules with any associated W-2’s, K-1’s, or 1099’s
- Bank statements for the past two months (all pages)
- Investment account statements for the past two months (all numbered pages)
- Retirement account statements for the past two months (all numbered pages)
- Copy of driver’s license for all loan applicants
- Divorce decree and marital settlement agreement (if applicable)
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- Copy of most recent mortgage account statement for all properties owned
- Home insurance policy information
- Home equity account information (if applicable)
- Copy of Property Tax Bill for the most recent year
- Most recent Homeowners Association (HOA) dues or statements
Your team at MTH Home Loans, LLC is here to help make things simple. To access more helpful resources like your mortgage checklist, check out our blog or get in touch with one of our mortgage professionals today!
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Why Choose NW Home Loans?
Our mission is to empower every homeowner to confidently build their future. In partnership with Northway Homes, we deliver accessible, transparent mortgage solutions rooted in integrity and quality, making the dream of a new home not just possible, but practical. We strive to guide our clients at every step with clarity, service, and a commitment to value
All information presented is for educational purposes only and not intended as financial advice. NW Home Loans, LLC NMLS#2749372. Equal housing lender ©2025.
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