Mortgage Pre-Approval Checklist

Mortgage Pre-Approval Checklist — Form Fields

This real estate template includes 6 fields. Help homebuyers organize and submit the documents needed for mortgage pre-approval. Tracks document submission status and collects key financial information for the loan officer. Streamlines the pre-approval process for buyers and lenders alike. Free to customize and use on ZenBuild.

• Applicant Name (text, required)
• Email Address (email, required)
• Employment Type (dropdown selection, required) — options: W-2 Employee, Self-Employed, Retired, Other
• Annual Gross Income (USD) (number, required)
• Documents Ready to Submit (checkboxes, optional) — options: Last 2 years W-2s or tax returns, Last 30 days pay stubs, Last 2 months bank statements, Government-issued ID, Current mortgage statement (if applicable)
• Upload Documents (file upload, optional)