Mortgage Checklist

Be Prepared for Your Mortgage

Having the right documents ready can help make the mortgage process smoother and reduce delays.

The documents needed will vary depending on your loan program, employment, income, property, and individual circumstances. Choose the checklist that best matches the type of financing you're considering.

Checklists for Loan Types.  Click on the link below  based on the loan you are applying for.

• Conventional Loan Checklist

• FHA Loan Checklist

• VA Loan Checklist

• USDA Loan Checklist

• Jumbo Loan Checklist

• Investment Property / DSCR Checklist

• Bank Statement & Specialty Loan Checklist

• Manufactured & Mobile Home Loan Checklist

• Refinance Checklist

• HECM Reverse Mortgage Checklist

• Proprietary Reverse Mortgage Checklist

• Reverse for Purchase Checklist

These checklists are intended as general guides. Documentation requirements vary by borrower, lender, property, and loan program. Additional information may be requested during processing or underwriting. 

Don't See Your Loan Type?

Every mortgage is different, and additional documentation may be needed depending on your individual situation.

Contact Gidget and I'll help you determine what you'll need to get started.

CONTACT GIDGET

These checklists are intended as general preparation guides. Documentation requirements vary by lender, loan program, borrower, property, and transaction. Additional documentation may be requested during processing or underwriting.