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.