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The mortgage document checklist

Every document lenders ask for, organized for buying, renewing or refinancing, and self-employed borrowers. Print it, tick it off, and walk into your application ready.

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Document checklists

What you'll need to gather

Having documents ready is the single biggest thing that speeds up an approval. Tick items off as you go, then print the list.

Buying a home: documents to gather

What lenders typically ask for on a purchase, whether it's your first home or your next one.

0 of 15 ready

Identification

Income

Down payment

The property (once you have an accepted offer)

Your progress is saved in this browser only. Lenders may ask for additional documents depending on your file.

Not sure which list applies? Ask Chad and he'll send a tailored one.

Ready to talk through your options?

A 20-minute call is usually enough to map out what you qualify for, what it will cost, and what to do next. No pressure, no jargon.

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