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Borrower Information

Name

Property Address

Property Address

Loan Information

Transaction Details

All Files

To Upload Files: Drag files from your computer one by one onto into the empty space for each form and release.

Or, select the “Browse Files” and you can upload multiple files at once. Files that are successfully uploaded will show a green progress bar.

Signed Loan Application

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Borrower Authorization Form

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Copy of Driver’s License

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Salaried Applicants

2023 W2’S

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2023 W2’S

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2025 W2’S

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Complete Paystubs

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2025 SIGNED FEDERAL TAX RETURNS

(With All Schedules & Pages)

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2024 SIGNED FEDERAL TAX RETURNS WITH ALL SCHEDULES/PAGES

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2023 SIGNED FEDERAL TAX RETURNS WITH ALL SCHEDULES/PAGES

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Self Employed Applicants

2023 SIGNED FEDERAL TAX RETURNS WITH ALL SCHEDULES/PAGES

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2024 SIGNED FEDERAL TAX RETURNS WITH ALL SCHEDULES/PAGES

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2025 SIGNED FEDERAL TAX RETURNS WITH ALL SCHEDULES/PAGES

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Miscellaneous Documents

2023 K1 Documents

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2024 K1 Documents

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2025 K1 Documents

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Assets

CHECKING/SAVINGS

Copies Of Bank Statements For Past 2 Months (All Pages)
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GIFTS FROM FAMILY

Gift Letters From Donor & Verification Of Source (Bank Statements)
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STOCK BROKERAGE OR MONEY MARKET STATEMENTS

Statements From The Past 2 Months (All Pages)
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RETIREMENT ACCOUNTS

Past 2 Months Or 1 Quarter (All Pages)
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Property Documentation

HOMEOWNERS INSURANCE POLICY – DECLARATIONS PAGE

Annual Premium, For All Properties Owned
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COPY OF NOTE FOR 2ND

(If Subordinating Current 2nd Trust Deed)
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HOA CONTACT INFORMATION

In Order To Obtain Certificate, Insurance & Budget
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MORTGAGE STATEMENTS

Copies Of Current Mortgage Statements For All Properties Owned
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COPY OF TRUST AND/OR TRUST CERTIFICATE

Copies Of All Trust Documents And Trust Certificates
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LEASE AGREEMENTS

Copies Of Lease Agreements For All Rental Properties Owned
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Agreement to Terms

Do not make any significant financial purchases during the loan process.

A final credit check will be performed prior to close; there cannot be adverse items at this time. No credit purchases – borrower cannot obtain any new debt previously undisclosed.
Please do not make any changes in employment if possible. Additionally, pleaase do not make any movement of assets during the loan process.

Signature & Consent

Clear Signature
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