Mortgage Application Checklist

In order to start your mortgage application, you will need to gather the following standard documentation. Some of the additional required information will vary based on your personal situation.


Standard Documentation for All Borrowers

  • W-2 forms (previous 2 years)

  • Paycheck stubs (last 30 days - most current)

  • Employer name and address (2 year history including any gaps)

  • Bank accounts statement (recent 2 months – all pages plus all non-payroll deposits must be documented so make a copy of the check before depositing)

  • Statements for 401(k)s, stocks and other investments (most recent)

  • Signed federal tax returns (previous 2 years)

  • Residency history (2 year history with name, phone number, address and account number of landlord or mortgage company)

  • Photo identification for applicant and co-applicant (valid Driver’s License or Passport)

  • Check or credit card information for credit report and appraisal fee

  • New home Sales Agreement, specifications, plans and/or legal description


Additional Required Documentation (if applicable)

Divorced Borrowers

  • Divorce Decree


Self-Employed Borrowers

  • Copies of most recent 2 years corporate tax returns (with all schedules)

  • YTD profit and loss statement and balance sheet

  • Copy of business license or CPA contact information

  • 1099s or K1 forms



  • Copy of Note, Deed of Trust or Mortgage

  • HUD-1 Settlement Statement/Closing Disclosure

  • Survey

  • Homeowner’s insurance information


Borrowers Selling Current Home

  • Contract for home being sold


Eligible Active Military or Veterans

  • Veteran DD214 or Veteran Reservists DD256

  • Certificate of Eligibility


Previous Bankruptcy

  • Petition and Discharge

  • Supporting schedules A through K


Relocation Agreement

  • If relocation move is financed by employer, such as a buyout agreement plus documentation outlining company paid closing costs benefits



*Additional items may be requested during the loan underwriting phase if more information is required to guarantee your loan.

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The Comfort of

Your Home Loan

We make the home loan process as simple as possible by guiding you through every step.

About Fairway Independent Mortgage Corporation

Founded in 1996 by CEO Steve Jacobson, Fairway Independent Mortgage Corporation is a Top 10 ranked national mortgage lender. The company has more than 250 locations including several Arizona Mortgage Branches. At Fairway, customer service is a way of life. At Fairway speed of response is the goal, with some of the fastest turn times in the industry. The goal is to act as a trusted advisor, providing highly personalized service and helping through every step of the loan process. It’s all designed to exceed expectations, guarantee satisfaction and earn trust. For more information on Fairway Independent Mortgage Branches in Arizona, please visit our website at 

AZ Mortgage Banker License Number: 0904162

Contact Corporate:

Fairway Independent Mortgage Corporation
NMLS Entity ID # 2289

NMLS Consumer Access

4801 S. Biltmore Lane
Madison, WI 53718 
Toll Free: 866-912-4800 
Fax: 608-837-4723 



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