Get Loan Application Checklist

Completing the Loan Application Checklist online can streamline the process of securing a mortgage. This guide provides comprehensive and clear instructions to help you navigate the checklist effectively, ensuring you provide all necessary documentation and information.

Follow the steps to complete the Loan Application Checklist online:

1. Click ‘Get Form’ button to obtain the Loan Application Checklist and open it in your browser.
2. Identify your employment status as 'salaried' or 'self-employed' and refer to the corresponding documentation requirements.
3. If salaried, gather your most recent pay stubs for one month and W-2 forms for the past two years.
4. If self-employed, collect your federal tax returns (1040s) for the past two years, a year-to-date profit and loss statement, and any applicable partnership tax returns (1065s).
5. Compile the last two months' statements from your checking and savings accounts.
6. Include brokerage and/or mutual fund statements from the past two months.
7. Gather your last two months' IRA statements.
8. Prepare your most recent 401k or 403b statements.
9. If refinancing, include a copy of the declarations page from your current homeowner's policy or contact details of your homeowner’s insurance agent.
10. List your current mortgage lender’s name, account number, and balance, or include the most recent mortgage statement.
11. Attach the current homeowners association billing statement.
12. Remember to sign all highlighted areas on the forms included in the loan application package.
13. Once you have filled out the form completely, review your entries for accuracy and completeness.
14. Finally, save changes, download, print, or share the form as necessary.

Complete your Loan Application Checklist online today to move forward with your mortgage process.