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Mortgage Documentation
For Informational Purposes Only
This is a summary of the documentation you will need to provide after you've received your loan estimate. You'll be able to upload many of these documents to our secure loan center once you've decided to move forward.

Identification for all Borrowers: State ID, Driver's License, Passport, etc.

Social Security Card (FHA Loans Only).



Pay stubs from the past 30 days.

W-2/1099 statements from the past 2 years.

Federal Tax Returns (including all schedules and K-1 statements) from the past 2 years.


Assets & Liabilities

Statements for all Checking, Savings, Investment & Retirement Accounts for the past consecutive 60 days.

Divorce Decree, if applicable.

Liability Summary for all outstanding debts: Car Loans, Credit Cards, Student Loans, Child Support, etc.

Letter of explanation for any recent credit inquiries or derogatory items.



HUD-1 Statement from any recent sale of property.

List of all other persons that are on the Title that are not on the mortgage application.

Trust Documents if the property is held in trust.

Condo/Townhome Association contact information and by-laws.


Purchase Only

Sales Contract for the new property and, if applicable, the old property.

Homeowner's Insurance Agent: name and contact information.

Your Real Estate Agent and Attorney: names and contact information.

Seller's Real Estate Agent and Attorney: names and contact information.


Refinance Only

All current Mortgage Statements showing the company name, account number and phone number.

Copy of your current Note.

Your most recent Property Tax Bill.

Homeowner's Insurance Declaration Page showing current coverage and your Agent's name and phone number.


Copyright © 2017 Draper and Kramer Mortgage Corp.(IL:MB.0004263 NMLS:2551) an Illinois Residential Mortgage Licensee located at 701 E. 22nd St. Suite 125, Lombard, IL 60148. Telephone 630-376-2100. Regulated by IDFPR, 100 West Randolph, 9th Floor, Chicago, IL 60601. Telephone 312-814-4500.

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