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Mortgage document 
checklist

Know exactly what lenders will ask for—before they ask. 
Our Mortgage Experts have created a checklist to help you gather the key information you’ll need, so your mortgage application moves smoothly and without surprises.

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Personal information

This helps lenders confirm your identity, check your credit, and make sure your application meets regulatory requirements.

Income & employment

Lenders look at these details to see how much you can comfortably borrow and that your income is reliable enough to support your mortgage payments.

If you’re employed

If you’re self-employed

Debts, assets & monthly obligations

This is used by lenders to calculate your debt and confirm you have enough assets and cash flow to comfortably manage your mortgage.

Down payment & closing funds

These documents provide proof of where the money is coming from for your down payment and closing fees.

Property details

This information tells lenders about the home you’re buying or refinancing and is only needed once you’ve made an offer.

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Let us help

Our Mortgage Experts can review your situation, confirm exactly what’s needed, and help you submit a complete application, first time around.

Find an Expert

*Lenders pay us, not you. So, you get expert guidance and more options at no extra cost.

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