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Loan Application Checklist
In general, the documentation you will need includes:
Property Information (if you already have a contract on a house)
Income & Assets
For the past two years:
W-2s
Statements for each bank, mutual fund, and/or investment account for the last three months.
​Estimated value of personal property and furniture.
If you have made any large deposits to your accounts:
If large deposit was a gift:
If you own more than 25% of a business:
If self-employed:
If you own rental property:
If you are retired:
If you receive Social Security:
If you are counting child support as income:
Debts
VA Loans
Miscellaneous
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