Pre-Approval Checklist

Pre-Approval Mortgage Document Checklist for best mortgage lender in Dallas

Below is the checklist of paperwork required to get Pre-Approved for a home loan. This is the “first round” of paperwork until you have a contract on a home; the master Mortgage Document Checklist outlines everything that will be required when it comes time to start the Loan Process and prepare your loan for underwriting.


By submitting this paper we can verify that there aren’t any major obstacles or hidden skeletons that can bite us later. You’re welcome to fax, email, or upload the docs. Please let us know if you have any questions about these items as we’re here to help.

Basic Documents

Driver’s License

Pay Stubs – Most Recent 30 Days

HR or Manager’s Contact Info – to verify commission, OT, bonus, etc.

All W2’s for 2016 and 2015

2016 and 2015 Tax Returns – send all pages

(Note: please send 2014 W2’s and Tax Returns if you haven’t filed 2016’s taxes) 

Most Recent 2 Months Bank Statements – all pages

Employment Contract (if you’re a contract or temp employee)

Any K1’s for 2016 and 2015 (Note: send 2014 K1s if you don’t have 2016’s K1’s). 

Self-Employed Docs

You are considered “self-employed” if you own 25% (or more) of a company, partnership, or trust. Please send the following items if you’re self-employed. 

2016 and 2015 Business Tax Returns.

(Note: please send 2014 K1’s and Business Returns if you haven’t filed 2016 taxes)

Year to Date P&L (Profit and Loss Statement)

Check out our Self-Employment Income section for insight on how Qualifying Income is determined.

“If Applicable” Supporting Documents

If any of these things are applicable to you then please send these documents as well. Check out our If Applicable Items Details for more information what’s required from each.


REO Paperwork if you own any real estate (including your current home)

Residency Documentation if not a U.S. Citizen

For VA Loans: DD214 and COE

Income Docs

Social Security Awards Letter

Pension and/or Annuity Documentation

Job Offer Letter for New Employment

Relocation / Job Transfer Letter

College Transcripts – if just graduated (and didn’t have a job during college)

Legal Documents

Note: all items below must be the executed versions with all pages

Divorce Decree – all pages

Bankruptcy Papers – all pages

Foreclosure and/or Short Sale Paperwork

Power of Attorney Documents

How To Submit Your Docs

Please provide these documents at your earliest convenience. You can either Upload them via our secured site, email them to us, fax them to 866.276.9204 drop them off in person at the office, or mail them to:

HomeBridge Financial Services
Attn: Mortgage Mark
15301 Dallas Parkway, Suite 900
Addison, TX 75001