Application Checklist

Information Required to Process Your Loan
 

So that we can expedite the loan application and the entire lending process, please provide the information listed below along with the legible copies of any applicable documents.  This information is critical to your loan request, thus the more complete the information an the associated documentation, the quicker we can obtain your loan approval and ultimate loan closing.

FOR W2 ICOME

  1. Driver License
  2. Social Security card
  3. 2 Most Recent Pay Stub
  4. 2014-2013 W-2
  5. 2014-2013 Tax Return (all pages)
  6. 2 Month Bank Statements (checking, saving, investment) (all pages)
  7. Mortgage Statements for all properties
  8. Property Tax for all properties
  9. Property Insurance for all properties
  10. Note if Refinance

FOR SELF-EMPLOYED INCOME

  1. Driver License
  2. Social Security card
  3. 2014-2013 1099
  4. 2014-2013 Tax Return with all schedules (all pages)
  5. CPA letter or 2 years business license
  6. 2 Month Bank Statements (all pages)
  7. Mortgage Statements for all properties
  8. Property Tax for all properties
  9. Property Insurance for all properties
  10. Note if Refinance
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