Mortgage resources
A general list of the information lenders commonly ask for. Exact requirements vary by borrower and loan program, and your loan officer will tell you what applies to you.
Last reviewed: September 30, 2026
Common information
Exact documentation requirements vary by borrower and loan program. This page doesn't collect or save anything. Use it as a personal reference only.
Use it to get organized before you apply. Don't upload or send documents through this website. When you apply, you'll provide information through the private completed-PDF upload page, and your loan officer will explain what is needed.
Self-employed borrowers, VA and USDA borrowers, gift funds, recent job changes, rental income and other situations can each require different or additional documentation. This list is general and not complete for every case.
The next step is usually a consultation or a preapproval review. Keep your documents current, since lenders often ask for the most recent statements.
Explore
Understand the terms and the process.
Official references
Program information can change. These official resources support the specific contexts described below; confirm current rules before relying on them.
Explains key mortgage terms and the difference between official loan documents and initial estimates.
A useful next step
Not sure which documents apply to you? Ask the team before you apply.
