The paperwork required for a mortgage doesn’t have to overwhelm you. Putting together your mortgage checklist should be simple and easy. In an effort to help you organize the personal documents you’ll need to obtain a home loan, here’s a list of information that is typically required during the loan process:
- Current pay stubs (most recent 30 days worth of paystubs)
- Tax returns for the past two years including all schedules with any associated W-2’s, K-1’s, or 1099’s
- Bank statements for the past two months (all pages)
- Investment account statements for the past two months (all numbered pages)
- Retirement account statements for the past two months (all numbered pages)
- Copy of driver’s license for all loan applicants
- Divorce decree and marital settlement agreement (if applicable)
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- Copy of most recent mortgage account statemen for all properties owned
- Home insurance policy information
- Home equity account information (if applicable)
- Copy of Property Tax Bill for the most recent year
- Most recent Homeowners Association (HOA) dues or statements
Your team at Acrisure Mortgage is here to help make things simple. To access more helpful resources like your mortgage checklist, check out our Mortgage Resources page or Contact Us to get in touch with one of our mortgage professionals today!
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About Acrisure Mortgage
Acrisure Mortgage (formerly FBC Mortgage, LLC) is a Top 10 national mortgage lender headquartered in Orlando, Florida. Licensed in 49 states and supported by more than 19,000 dedicated professionals across Acrisure, we specialize in residential mortgage lending through both retail and wholesale/correspondent channels. Our comprehensive offerings include purchase, refinance, construction and renovation loans—tailored to meet the unique needs of homebuyers, homeowners and partners nationwide.
We are proud to serve as a trusted partner to many of the nation’s largest homebuilders and real estate professionals, with a strong foundation of loyal, satisfied clients. Recognized for our commitment to service, innovation and operational excellence, Acrisure Mortgage has received numerous national accolades, including Top 50 Mortgage Companies, Best in Loan Delivery and Best Place to Work honors.
As part of the Acrisure family, we are backed by a global fintech leader that shares our values of innovation, integrity and service. Together, this empowers us to expand our capabilities, leverage world-class technology and resources, and grow alongside the clients and communities we serve.
All information presented is for educational purposes only and not intended as financial advice. NMLS ID#152859 EHL ©2025.
FBC Mortgage is Now Acrisure Mortgage
FBC Mortgage officially rebranded as Acrisure Mortgage on July 1, 2025. This change reflects the company’s continued alignment with its parent company, Acrisure.
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