A simple head start

Getting Ready for Your Mortgage: Document Checklist

Gathering these now makes the process faster when you're ready. Michael will confirm exactly what applies to you on your call.

For W-2 employees

Last 30 days of pay stubs
W-2 forms from the past two years
Two months of bank statements, including all pages

For self-employed borrowers

Two years of personal and business tax returns
Year-to-date profit and loss statement
Two months of business and personal bank statements

For investors and DSCR borrowers

Property address or purchase contract
Current or projected lease and rent amounts
LLC documents when buying in a company name

For everyone

Photo ID
Your current mortgage statement, if you own a home
A list of your monthly debts

Do not send sensitive documents through this website or by text. Michael will confirm the appropriate, secure next step for your situation.