DOCUMENT CHECKLIST

Homebuyer document checklist for mortgage conversations

Use this checklist to understand common document categories without uploading or sending sensitive information through this website.

What to understand first

Income records

Pay stubs, W-2s, tax returns, or self-employment records may be relevant depending on the situation.

Asset records

Bank statements, gift-fund context, and source-of-funds questions may come up.

Property context

Purchase contracts, insurance details, taxes, and occupancy plans may be discussed once a property is identified.

Practical considerations

Do not upload here

This public website is for education only and does not collect sensitive mortgage documents.

Requirements vary

Needed documents vary by borrower, property, program category, and current source requirements.

Related resources

Ready to talk through your questions?

Schedule a call with East Coast Mortgage or keep exploring the education resources before sharing sensitive information.

East Coast Mortgage | Powered by Morty Inc. Educational mortgage guidance for buyers, investors, and referral partners.

East Coast Mortgage provides mortgage education and guidance under NMLS #2232112. Mortgage programs, eligibility, rates, terms, and availability are subject to borrower qualification, property review, lender guidelines, and applicable state licensing. Equal Housing Opportunity. This website is for informational purposes only and is not a commitment to lend. Information submitted through this website does not constitute a mortgage application or loan approval. Not all programs are available in all states or for all borrowers. Licensing information and state availability will be confirmed before application or service.

East Coast Mortgage | Powered by Morty Inc. Educational mortgage guidance for buyers, investors, and referral partners.

East Coast Mortgage provides mortgage education and guidance under NMLS #2232112. Mortgage programs, eligibility, rates, terms, and availability are subject to borrower qualification, property review, lender guidelines, and applicable state licensing. Equal Housing Opportunity. This website is for informational purposes only and is not a commitment to lend. Information submitted through this website does not constitute a mortgage application or loan approval. Not all programs are available in all states or for all borrowers. Licensing information and state availability will be confirmed before application or service.

East Coast Mortgage | Powered by Morty Inc. Educational mortgage guidance for buyers, investors, and referral partners.

East Coast Mortgage provides mortgage education and guidance under NMLS #2232112. Mortgage programs, eligibility, rates, terms, and availability are subject to borrower qualification, property review, lender guidelines, and applicable state licensing. Equal Housing Opportunity. This website is for informational purposes only and is not a commitment to lend. Information submitted through this website does not constitute a mortgage application or loan approval. Not all programs are available in all states or for all borrowers. Licensing information and state availability will be confirmed before application or service.