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Writer's pictureMetro Park Mortgage Group

The Ultimate Mortgage Application Checklist


Mortgage Consultation with Metro Park Mortgage Group

Applying for a mortgage can feel overwhelming, but having a clear checklist can make the process smoother and less stressful. Here's a comprehensive list of everything you need to gather before starting your mortgage application:


  1. Proof of Identity

  • Valid ID (Driver’s License, Passport)

  • Social Security Number

  1. Proof of Income

  • Recent pay stubs (last 2-3 months)

  • W-2 forms (last 2 years)

  • Tax returns (last 2 years, if self-employed)

  • Bank statements (last 2-3 months)

  1. Employment Verification

  • Contact information for your employer

  • Proof of employment (letter from employer, if requested)

  1. Credit Information

  • Authorization to pull your credit report

  • Explanation of any credit issues or inquiries

  1. Assets and Liabilities

  • Statements for savings, retirement, and investment accounts

  • List of all debts (credit cards, car loans, student loans, etc.)

  1. Property Information

  • Sales contract (if purchasing a home)

  • Homeowners insurance information (if applicable)

  • Information on the property you’re refinancing (if applicable)


Being organized and prepared with these documents will help expedite your mortgage application process and make your journey to homeownership much smoother.


At Metro Park Mortgage Group, we're here to help you navigate every step of the mortgage application process. Our experienced team can guide you through gathering the necessary documents and ensuring everything is in order for a successful application. Contact us today to get started on your path to homeownership!

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