Allied Mortgage Preapproval List

There are a variety of personal and financial documents that your loan officer will need to complete your loan. To help you prepare and ensure that the process flows smoothly, here’s a checklist of the items you’ll need:

Allied Mortgage

  • Signed initial loan disclosures
  • Tax returns from the two most recent years (all pages)
  • Bank statements from the two most recent months (all pages)
  • W-2s from the two most recent years
  • Paystubs showing the last 30 days of wages
  • Copy of driver’s license
  • Current mortgage statement(s)
  • Homeowners’ insurance policy and contact of homeowner’s agent
  • Most recent quarterly 401(k) statement or other asset statements (if applicable)
  • If you are a veteran, your DD214, LES or NGB22
  • Divorce decree (if applicable)

Thank you to Adam Fink of Allied Mortgage for this helpful list!