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Standard List of Required Documentation for Conventional Loans

 

Below is the standard list of loan documentation that will be required for the initial loan approval of a home refinance loan. If you'd like to explore the option of refinancing your home or investment property, please start gathering these required items.

The following documents may be requested to obtain a new mortgage loan:

Also, the following documentation is generally required for each specific type of transaction.

For a Refinance:

For a Purchase:

For a VA Loan:

If you are divorced:

If you are self-employed, employed in sales, paid by commission, or own rental real estate:

Different programs require varying amounts of documentation. The loan program you select may require more or less documentation. Please contact us for a free, no-obligation consultation.

Feel free to download this checklist here.