Mortgage Checklist

Government-issued ID


  • 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


  • 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