Printable checklists

Bring these to a later lender conversation. They are typical document lists, not a requirement from a specific lender.

Home Loan

  • Last 2 years of tax returns
  • Recent pay stubs (30 days)
  • Bank statements (60 days)
  • Proof of down payment
  • ID and Social Security card

Auto Loan

  • Proof of income
  • Current driver's license
  • Proof of insurance
  • Reference list
  • Utility bill for address verification

Equipment Loan

  • Business tax returns (2 years)
  • Current balance sheet
  • Equipment quote or invoice
  • Business bank statements
  • Personal financial statement

Boat Loan

  • Proof of income
  • Marine survey (if used)
  • Proof of insurance
  • ID and Social Security card
  • Bank statements

Major Purchase

  • Proof of income
  • ID and Social Security card
  • Purchase quote or invoice
  • Recent bank statement

Home Remodel

  • Project estimate or contract
  • Current mortgage statement
  • Proof of income
  • Home equity paperwork
  • ID and Social Security card

Bridge Loan

  • Purchase contract
  • Sale contract (if applicable)
  • Proof of income
  • Property appraisal
  • ID and Social Security card