100% Free

The Mortgage
Document Checklist

Every document your lender will ask for in pre-approval, on one printable page. W-2s, pay stubs, bank statements, tax returns, gift letters, the full stack.

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What's included

  • 2 years of W-2 forms
  • Most recent pay stubs
  • 2 months bank statements
  • 2 years tax returns
  • Retirement statements
  • Photo ID requirements
  • Gift letter template list
  • Self-employed addendum

Used by 1,400+ first-time buyers walking into their first underwriter call ready

One page. Every document. No chasing.

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14 document categories

Income, assets, credit, identity. Every paper a conventional lender will ask for, organized into one printable stack.

Tick-as-you-go format

Print it, tick each line as you gather. Upload the whole folder in one batch and cut 5 to 10 days off your pre-approval.

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Self-employed addendum

1099s, profit-and-loss statements, CPA letter: the extra stack 1099 and business-owner buyers always forget.

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Printable in 60 seconds

Letter-size PDF. Print it, stick it in the folder with your W-2s.

From the creator of

Mortgage Pre-Approval Prep Kit

This checklist is the opening page of our $17 Mortgage Pre-Approval Prep Kit. Grab it free. If you want the full system (lender comparison worksheet, 90-day credit improvement plan, DTI calculator, rate-shopping script, red-flag audit), it is ready whenever you are.

See the full kit →