Mortgage application checklist 2026

1. Click ‘Get Form’ to open the Mortgage application checklist in the editor.
2. Begin by filling out your personal information at the top of the form, including your name, contact details, and property address if applicable.
3. Move on to the Income section. Gather necessary documents such as paystubs for the past 30 days and W-2 statements for the last two years. Upload these directly into the designated fields.
4. For self-employed borrowers, ensure you include personal tax returns and any relevant business documentation. Use our platform's upload feature to attach these files easily.
5. In the Assets section, provide bank statements for accounts that will be used for qualifying. If using a cash gift, upload a copy of the gift letter and related bank statement.
6. Complete the Liabilities section by listing any rental history or debts. Ensure all information is accurate to avoid delays in processing.
7. Finally, review all sections for completeness before submitting your checklist through our platform.

Start using our editor today to streamline your mortgage application process!