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Mortgage Pre-Q Form Checklist

To complete the pre-qualification process, we need the following information:
  • Approximate property tax of new property
  • Condo/Townhouse association dues of new property
  • Balances of existing mortgages and home equity loans
  • Balances and institutions for your assets, such as savings accounts, checking accounts, mutual funds, stocks, bonds, etc.
  • Balances and institutions for your debts, such as credit cards, education loans, savings plan loans, etc.
  • Most recent pay stub
  • Last year's W-2

You may want to review the Mortgage Pre-Q form before getting started. You'll get a better idea of the information we're looking for. Having this information available when completing this form will enable you to do so without interruption.

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