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Complete Checklist of Documents Needed for a Mortgage

By
Mortgage and Lending with ChangeMyRate.com® A Mortgage Corporation NMLS #1326269

Ready to apply for a mortgage? This document checklist will help you find what you need.

When you're buying a home, gathering the paperwork for your mortgage before you apply can be a big task. Tracking down documents can take time but doing it before you need them could help you get to the closing table faster.

You will owe your lender a stack of documents once you apply – and during underwriting – that show you can repay the loan. A mortgage application typically requires a paper trail to verify:

  • Income and employment.
  • Assets and debts.
  • Credit history.
  • Identity.
  • Rental history.
  • Other information, such as divorce, bankruptcy or gift funds.

Mortgage Application Information

The first step in applying for a mortgage is completing a standardized form called the Uniform Residential Loan Application. Each borrower has to complete this form, which asks for personal and financial details. Lenders use this application to determine your eligibility for a mortgage.

The application "is step one, where a borrower is just saying, 'Here's what I'm telling you about me,'" says Jeff Checko, a real estate broker with The Ashton Real Estate Group in Nashville, Tennessee. "That quickly graduates to where the bank says, 'OK, now we need you to show us with documents that support that application.'"

For more information on the documents needed for a mortgage visit the Scoop Blog

Comments(2)

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George Souto
George Souto NMLS #65149 - Middletown, CT
Your Connecticut Mortgage Expert

Jackie A. Graves these document are needed with all mortgage programs.  There could be some other documents for some mortgage programs, but these are always required.

Jul 19, 2023 10:29 PM
Jackie A. Graves

Hello George, I completely agree with your comment. Enjoy your day and stay tuned for future posts. Thank you

Jul 29, 2023 01:12 PM
Charles Ross - eXp Realty (Salina Group) | Broker
Salina Group - Salina, KS
Love To Help People

Excellent post.Thank you for sharing. Have a wonderful day and a blessed week

Jul 20, 2023 02:16 AM
Jackie A. Graves

Hello Charles, I completely agree with your comment. Enjoy your day and stay tuned for future posts. Thank you

Jul 29, 2023 01:13 PM