Mortgage Checklist

Government-issued ID
 

W2s

  • Most recent 2 years
     

Tax Returns

  • Most recent 2 years, with all schedules
     
  • Personal and Business, if applicable, including 1099 and/or K-1s, if applicable
     

Profit/Loss Statement 

  • YTD if self-employed
     

Paystubs 

  • Most recent 30 days
     

Mortgage Statement

  • Most recent, for all residential properties owned, including rental agreements, if applicable
     

HOA Billing Statement
 

Bank Statements and/or Retirement Statements (Other than Great Western Bank)

  • Most recent 2 months or quarterly statement, if applicable 
     

Homeowner’s Insurance Annual Billing Statement

  • Most recent, for all residential properties owned
     

Additional Documentation as Required

  • All documentation must include all pages and no alterations
     

For purchase transactions:
 

  • Purchase Agreement - Fully executed, including all addendums
     
  • Earnest Money Check – Cancelled check copy
     
  • Gift Letter and Documentation (If applicable)
     

Quick-to-close documents are not required as a condition of receiving a Loan Estimate from Great Western Bank.


Apply now for a better mortgage experience through Great Western Bank