Home
Templates
Checklist
Advertising Checklist
Free Real Estate Mortgage Pre-Approval Checklist Template

Free Real Estate Mortgage Pre-Approval Checklist

Name: Free Real Estate Mortgage Pre-Approval Checklist Template
Brand: Template.net
Availability: InStock

Real Estate Mortgage
Pre-Approval Checklist

This checklist is designed to guide you through the documents and information needed for a mortgage pre-approval application. Please ensure all items are complete and accurate to expedite the pre-approval process.

Personal Identification

Valid government-issued photo ID (e.g., driver’s license, passport).
Social Security number or equivalent for non-US citizens.

Income Verification

Most recent pay stubs (last 2-3 months).

W-2 forms from the past two years.

If self-employed:

Tax returns for the past two years.
Current year profit and loss statement.

Asset Verification

Bank statements for the past two months (checking and savings accounts).
Investment account statements for the past two months.
Documentation of any other assets (e.g., real estate, vehicles).

Credit Information

Authorization to perform a credit check.
Details of current debts (e.g., credit card, auto loan, existing mortgage).

Employment Verification

Contact information for your current employer.
If employed less than two years, provide details of previous employment.

Property Information (if already chosen)

The address of the property you intend to purchase.
A signed purchase agreement (if applicable).

Additional Documents

If applicable, divorce decrees, child support orders, and any other legal documents affecting income or debt.

Documentation for any large deposits or gifts that will be used for down payment or closing costs.

Please contact us if you have any questions or need assistance with any of the items listed above. Our goal is to help you secure your mortgage pre-approval efficiently and with ease.

Real Estate Templates @ Template.net

Free

No sign up needed

100% Customizable, free editor
Access 1 Million+ Templates, photo’s & graphics
Download or share as a template
Click and replace photos, graphics, text, backgrounds
Resize, crop, AI write & more
Access advanced editor

AI Checklist Generator

Generate my free Checklist

Text or voice to generate a free Checklist

Introducing the Real Estate Mortgage Pre-Approval Checklist Template at Template.net, designed to prepare buyers for the mortgage pre-approval process. This template is editable and customizable, providing a detailed list that can be tailored to individual requirements, streamlined through our AI Editor tool, making mortgage preparation both thorough and efficient.