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Pre-qualification Checklist

Property Information

  • Purchase Agreement

  • Copy of legal description and MLS sheet

  • If you are selling your current home, copy of the listing contract

  • If you have sold your current home, copy of settlement statement

Income & Assets

  • Pay stubs from the last 30 days

  • Last two years name, address and dates of employment of each employer

  • Last two years W-2s

  • Last two years tax returns with schedules 

  • Year to date profit and loss statement (self employed only)

  • Statements for each bank, mutual fund, and/or investment account for the last three months

  • Explanation and source for any large deposits

  • Copy of gift check and deposit slip


  • Photo ID and proof of Social Security number

  • Residence addresses for the past two years

  • If applicable, a copy of your divorce decree

  • If you are not a US citizen, copy of the front and back of green card

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