Documents / Your needs list

A little preparation.
A clearer path.

Common documents for a mortgage review. Your exact needs depend on your loan and circumstances; Henry will confirm your personal list.

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Document needs list

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IdentityGovernment-issued photo IDA current driver's license, passport, or other accepted photo ID.
IncomeRecent pay stubsTypically covering the most recent 30 days, if you receive wages.
IncomeW-2s or 1099sTypically the most recent two years, depending on your income sources.
IncomeTax returns, if requestedPersonal and, if applicable, business returns. Henry will confirm which years are needed.
AssetsBank and investment statementsTypically the most recent two months, including all pages, for funds used toward the purchase.
HousingCurrent housing informationYour rent details or current mortgage statement, as applicable.
PropertyPurchase contract, if availableThe signed contract and any addenda once you have a property under contract.
If applicableAdditional supporting documentsGift-fund documentation, self-employment records, or other items Henry requests for your situation.

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Uploaded files are private to you, Henry, and authorized administrators. An upload confirms receipt, not loan approval. Use synthetic sample files until the production security review is complete.

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A little preparation.A clearer path.

Document needs list

Keep your documents private.

A little preparation.
A clearer path.