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Mortgage Pre-Approval Checklist

Tick off every document as you gather it. Walk into your pre-approval meeting fully prepared.

0 of 24 documents ready

🪪 Identity & Personal Info

Government-issued photo ID (driver's licence or passport)

Social Insurance Number (SIN)

Proof of address (utility bill or lease, last 90 days)

Marital status documentation (if applicable)

Last 2 pay stubs (most recent 30 days)

Employment letter on company letterhead (position, salary, start date)

T4 slips — last 2 years

Notice of Assessment (NOA) — last 2 years

Proof of other income (rental, bonuses, child benefits)

If self-employed: 2 years of T1 Generals + business financials instead of pay stubs.

Bank statements — last 3 months (all accounts)

RRSP / investment statements (if used for down payment)

Gift letter (if any part of the down payment is gifted)

Must state the gift is non-repayable, signed by the donor.

Proof of sale of existing property (if applicable)

Credit card statements (most recent)

Car loan / lease agreement

Student loan statements

Line of credit statements

Child support / alimony court order (if applicable)

Accepted Agreement of Purchase and Sale

MLS listing or property details sheet

Condo status certificate (for condos)

Builder purchase agreement (new construction)

Don't open new credit or make large purchases before closing

List of questions for your mortgage broker

MortgagePost creates professional marketing for mortgage brokers — so they spend time on your file, not on Canva.

For information only — not financial advice. Document requirements vary by lender and province. Confirm with your mortgage professional.

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