Mortgage Pre-Approval Checklist

Deciding to purchase a home is an exciting and important experience in anyones life. Collecting the proper information you’ll need before you apply will prepare you for your home buying journey. Here is a checklist of information and documentation to equip you with what you’ll need to process your pre-approval.

Primary Borrower Information

• First and last name
  
• Birthdate
  
• Monthly income* and length of employment
  
• Social security number
  
• Phone number
  
• Present address and length at address
  
• Employment information
  
• List of assets
  
• List of liabilities
  
• Co-borrower information (if applicable)
  
• Cost for appraisal (approximately $575)

*Commission, tips, overtime and other non-regulated income cannot be counted towards monthly income if length of employment is less than two years.