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Checklists

Stay organized with our mortgage process checklists

Get organized with our mortgage process checklists

These checklists provide general items that may be required when applying for a mortgage, depending on what your specific scenario entails. Be aware your lender makes all final decisions on what is required with an application and you may be asked for items that are not listed here.

Salaried Borrowers (not self-employed)

Self-Employed Borrowers

Refinance Transactions

Purchase Transactions

Renovation and One-Time Close Programs