Mortgage Documents Checklist

During the mortgage closing process, you and your co-borrower, if you have one, will need to provide your lender with certain documentation in order to verify your credit eligibility and overall financial situation. For more information use our checklist to help you prepare. The types of documents you may need to provide will vary based on your mortgage product, property and financial circumstances. The documentation guide below may not represent a complete list of documents you may be required to provide. The list is subject to change and is not a commitment to lend.

Social Security/Disability


Retirement (IRA)

Interest/Dividend Income

Capital Gains

Note Income

Alimony/Child Support

Royalty Income

Rental Income

Schedule C/Sole Proprietor

Partnership (1065)

S-Corporation (1120S)

Corporation (1120)

Bank statements from the last two months, to include all pages for the following account types:


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