Mortgage Pre-Approval Checklist
Standard Fannie Mae / Freddie Mac underwriting request for home buyers and refinancers.
Checklist Items (5)
Standard document slots included when you send this request to a client.
Driver's License / Photo ID
Clear photo or scan for all borrowers on the loan.
Last 30 Days of Pay Stubs
Most recent consecutive pay stubs showing year-to-date earnings.
Last 2 Years of W-2s
Copies of federal W-2 forms from all employers.
Last 2 Months Bank Statements (All Accounts)
Checking, savings, and money market accounts. All numbered pages included.
Recent Investment & Retirement Statements
401(k), IRA, brokerage statements showing vested balance.
Why use DocTick for this checklist?
Files stream directly from the client's phone or browser into your organized Google Drive folder.
Clients open a 1-click magic link. No passwords to remember, no accounts to create, no apps to install.
Automated reminder emails follow up before your due date so you never have to chase clients manually.