• DOCUMENT CHECKLIST CREATOR

  • This page assists you in quickly creating your custom checklist of all the documents you'll need to obtain a loan approval.  It takes about 2 minutes to get your list.

    Important: If your response to any question is no, ignore that question and go to the next one.  If the correct response is yes, click on that question and mark any and all of the options that apply ton you.

    Within 5 to 10 seconds of submitting your responses, your PDF checklist will arrive in your email inbox ready for you to check-off as you gather your documents.

    • ARE YOU NOW IN CONTRACT ON A PURCHASE / SALE? 
    • REGULAR EMPLOYMENT INCOME
    • DO YOU EARN INCOME FROM REGULAR EMPLOYMENT? 
    • REGULAR EMPLOYMENT INCOME
    • DO YOU GET REGULAR OT, BONUS, COMMISSION, OTHER PAY? 
    • OVERTIME, BONUS, COMMISSION, OVERRIDE, SPIFF, INCENTIVE INCOME
    • DID YOU CHANGE EMPLOYER ANYTIME AFTER JAN 1, 2023? 
    • LAST PAY-STUB FROM PRIOR EMPLOYERS SINCE 2018
    • DO YOU RECEIVE ANY END-OF-YEAR EMPLOYER PAY-OUTS? 
    • OTHER W2 COMPENSATION INCOME (for the most recent 24 months period)

    • DO YOU CLAIM SELF-EMPLOYMENT INCOME ON YOUR TAXES? 
    • SELF-EMPLOYMENT INCOME
    • DO YOU RECEIVE COURT-ORDERED CHILD SUPPORT? 
    • COURT-ORDERED CHILD SUPPORT I RECEIVE — (with judge’s signature, ALL pages)
    • DO YOU RECEIVE ADOPTION OR FOSTER-PARENT SUBSIDY? 
    • ADOPTION /FOSTER CARE SUPPORT I RECEIVE
    • DO YOU RECEIVE SPOUSAL MAINTENANCE OR ALIMONY? 
    • COURT-ORDERED SPOUSAL MAINTENANCE OR ALIMONY I RECEIVE — (with judge’s signature, ALL PAGES)

    • DO YOU HAVE INCOME FROM RENTAL PROPERTIES? 
    • INCOME FROM INVESTMENT/RENTAL PROPERTY (ALL pages)
    • DO YOU RECEIVE SEASONAL UNEMPLOYMENT INCOME? 
    • SEASONAL UNEMPLOYMENT INCOME — (cover the most recent 24 months period)
    • DO YOU RECEIVE RETIREMENT INCOME? 
    • RETIREMENT INCOME

    • DO YOU RECEIVE DISABILITY INCOME? 
    • INCOME FROM DISABILITY
    • DO YOU RECEIVE INCOME FROM PRIVATE NOTE CONTRACTS? 
    • INCOME FROM PRIVATE NOTES OR CONTRACTS
    • DO YOU RECEIVE ORDERED I-864 IMMIGRANT SUPPORT? 
    • INCOME FROM FEDERAL OR STATE COURT-ORDERED I-864 IMMIGRANT SUPPORT

    • DID YOU EARN INCOME IN THE U.S. IN 2022, 2023 OR 2024? 
    • PERSONAL TAX RETURNS
    • FILE AN EXTENSION FOR FILING FED 2024 TAX RETURN? 
    • DO YOU FILE A SEPARATE TAX RETURN FOR A BUSINESS? 
    • BUSINESS TAX RETURNS — (e.g., 1120S, K1, Partnership, etc.)
    • DO YOU HAVE BANKING ACCOUNTS? 
    • BANK ACCOUNT STATEMENTS
    • DO YOU HAVE INVESTMENT ACCOUNTS? 
    • DO YOU HAVE RETIREMENT SAVINGS PLANS/ACCOUNTS? 
    • MIGHT YOU BORROW FROM A 401K TO CLOSE THIS LOAN? 
    • WILL YOU USE GIFT OR TRUST MONEY AS DOWN PAYMENT? 
    • GIFT AND/OR TRUST DOCUMENTS + BANK ACCOUNT STATEMENTS
    • DO YOU CURRENTLY HAVE HOME or AUTO INSURANCE? 
    • EXISTING INSURANCE INFORMATION — (Auto, motorcycle, motor-home, renter's, etc.)
    • DO YOU PAY RENT FOR YOUR CURRENT RESIDENCE? 
    • RENTAL AGREEMENT FOR WHERE I LIVE
    • DO YOU HAVE GOVERNMENT ISSUED PHOTO-ID? 
    • ARE YOU A CITIZEN OF ANOTHER COUNTRY? 
    • LEGAL STATUS IF IN THE UNITED STATES AS A FOREIGN NATIONAL
    • HAVE YOU SOLD ANY HOMES IN THE LAST 3 YEARS? 
    • PROPERTY SALES IN THE LAST 2 YEARS
    • DO YOU OWN ANY HOMES "FREE AND CLEAR"? 
    • ARE YOU REFINANCING AN EXISTING HOME LOAN? 
    • CURRENT LOAN DOCUMENTATION
    • HAVE YOU SURRENDERED A HOME IN THE LAST 4 YEARS? 
    • FORECLOSURE OR DEED-IN-LIEU IN THE LAST 4 YEARS (if you have any of these, please select them)
    • HAVE YOU HAD A SHORT-SALE IN THE LAST 4 YEARS? 
    • SHORT-SALE IN THE LAST 4 YEARS (if you have any of these, please provide them)
    • DID YOU FILE CH 7 or 13 BANKRUPTCY IN THE LAST 7 YEARS? 
    • BANKRUPTCY HISTORY — (ALL pages of these documents)
    • ANY DIVORCES IN THE LAST 7 YEARS? 
    • DIVORCE: ASSET/LIABILITY DIVISION DOCUMENTS — (with judge’s signature, ALL pages)
    • IS THERE COURT-ORDERED CHILD SUPPORT OF $O OR MORE? 
    • CHILD SUPPORT I PAY — (with judge’s signature, ALL pages)
    • DO YOU PAY SPOUSAL MAINTENANCE OR ALIMONY? 
    • COURT-ORDERED SPOUSAL MAINTENANCE OR ALIMONY YOU PAY — (preferably with judge’s signature, ALL pages)

    • ARE YOU A VETERAN / VETERAN RESERVIST? 
    • V.A. DOCUMENTS
    • DO YOU HAVE DEFERRED/FORBEARANCE SCHOOL LOANS? 
    • DEFERRED SCHOOL LOANS/DEBTS
    • DO YOU HAVE AN IRS TAX BALANCE OR TAX PAYMENT PLAN? 
    • I.R.S. BALANCE AND/OR TAX PAYMENT PLAN

    • IS AN EMPLOYER RELOCATING YOU? 
    • EMPLOYER RELOCATION DOCUMENTS

    • ANY FUNDS FROM INHERITANCE, AWARD, WINNINGS, ETC.? 
    • SOURCE OF NON-PAYROLL FUNDS OVER $250 RECEIVED/ANTICIPATED WITHIN 60 DAYS

    • ARE YOU CONVERTING YOUR PRIMARY HOME TO A RENTAL? 
    • RENTAL DOCUMENTS FOR THE HOME I AM LEAVING
    • WILL YOU BUY OR REFINANCE AS A NON-PERSON ENTITY? 
    • MY ENTITY DOCUMENTS
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