Loan application documents
Income, assets and identity for a mortgage application.
About you
Full legal name (required)
Short answer
Email address (required)
Email address
Mobile number
Phone number
Photo ID (required)
Document upload
A driver’s license or passport is fine.
Income
How are you paid?
Choose one
- By an employer
- I am self-employed
- Retirement or Social Security
- Something else
Your pay stubs from the last 30 days
Document upload
Asked only if the answer to “How are you paid” is By an employer.
Your W-2s for the last two years
Document upload
Asked only if the answer to “How are you paid” is By an employer.
Your last two years of tax returns
Document upload
Every page, including the schedules, and your business’s returns if it files its own.
Asked only if the answer to “How are you paid” is I am self-employed.
Your pension or Social Security award letter
Document upload
Asked only if the answer to “How are you paid” is Retirement or Social Security.
Tell us how you are paid
A few sentences
Asked only if the answer to “How are you paid” is Something else.
Assets
Your last two months of bank statements
Document upload
Every page of each statement, even the blank ones.
Retirement or brokerage statements
Document upload
Only if you are using these accounts for the purchase.
Is any of the money for this purchase a gift?
Choose one
- Yes
- No
A signed gift letter
Document upload
Asked only if the answer to “Is any of the money for this purchase a gift” is Yes.