Your Home Mortgage Checklist

Applying for a home loan doesn’t have to be complicated

Use our Mortgage Checklist below to help you gather the documents typically requested to avoid delays in processing your mortgage loan.

Completed Loan Application package and signed Intent to Proceed

Homeowner’s Insurance Declaration Page (if refinancing)

Valid Photo ID

Current Mortgage Statement (if applicable)

W2s from last two years

Paystubs from last 30 days with year-to-date (YTD) earnings

Two months of current bank statements, all pages

Social Security or Pension Awards letters (if applicable)

Last two years of tax returns

Divorce Decree (if applicable)

Trust Documents (if applicable)

Get started

With the help of our mortgage professionals and a clear understanding of each step, your home buying experience can be simple and stress-free. Click "Apply Now" to get started on your UMB mortgage loan application.

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