Secure Document Form

Loan Application Process

Thank you for your interest in applying for financing with Riviera Financial using our secure and encrypted portal.

Begin Your Application with Three Easy Steps!

Step 1
Apply Online or you can download / print and complete the Loan Application PDF Document.
NOTE: You will be asked to upload this form in our secure portal at a later step in the process.

Step 2
Download the Borrower Authorization Form
Note: you will be asked to upload this form in the secure portal later in the process.

Step 3
Please upload all financial documents required for the loan process in our Secure Portal.

When submitting the form, remember to select the “I Accept” checkbox under the signature field, and press the SUBMIT button.

NOTE: After selecting “SUBMIT” stay on the page until you are redirected to Thank You page, or the notification page detailing your form has been received.

REMEMBER: All pages of all documents are required without any redactions. 
ASSISTANCE: If you need assistance, please contact.

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Borrower Information

Name *

First

Last

Email *

Phone Number *

Property Address

Property Address

Address Line 1

City

StateAlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingState

Zip Code

Loan Information

Loan Amount *

Value / Sales Price

Transaction Details

Type of TransactionSelect Type of TransactionPurchaseRefinance

Checkboxes

• Rate Term
• Cash Out
• Impound Taxes / Insurance

Property Type

Property TypeSelect Type of TransactionSingle Family ResidenceCondoUnits

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

Signed Loan Application

Click or drag files to this area to upload. You can upload up to 10 files.

Borrower Authorization Form

Borrower Authorization Form

Click or drag files to this area to upload. You can upload up to 10 files.

Copy of Driver’s License

Drivers License

Click or drag files to this area to upload. You can upload up to 3 files.

Salaried Applicants

Complete Paystubs

Complete Paystubs

Click or drag files to this area to upload. You can upload up to 10 files.

2022 W2’S

2022 W2'S

Click or drag files to this area to upload. You can upload up to 10 files.

2023 W2’S

2023 W2'S

Click or drag files to this area to upload. You can upload up to 10 files.

2022 SIGNED FEDERAL TAX RETURNS WITH ALL SCHEDULES/PAGES

2022 SIGNED FEDERAL TAX RETURNS WITH ALL SCHEDULES/PAGES

Click or drag files to this area to upload. You can upload up to 10 files.

2023 SIGNED FEDERAL TAX RETURNS WITH ALL SCHEDULES/PAGES

2023 SIGNED FEDERAL TAX RETURNS WITH ALL SCHEDULES/PAGES

Click or drag files to this area to upload. You can upload up to 10 files.

Self Employed Applicants

2022 SIGNED FEDERAL TAX RETURNS WITH ALL SCHEDULES/PAGES

2022 SIGNED FED TAX RETURN (ALL PAGES)

Click or drag files to this area to upload. You can upload up to 10 files.

2023 SIGNED FEDERAL TAX RETURNS WITH ALL SCHEDULES/PAGES

2023 Signed Federal Tax Return with All Schedules/Pages (All Pages)

Click or drag files to this area to upload. You can upload up to 10 files.

Miscellaneous Documents

COPIES OF K1’S (2022)

K1 Documents (2022)

Click or drag files to this area to upload. You can upload up to 10 files.

COPIES OF K1’S (2023)

K1 Documents (2023)

Click or drag files to this area to upload. You can upload up to 10 files.

Assets

CHECKING/SAVINGS

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

Checkings/Savings Statements for Past 2 Months (All Pages)

Click or drag files to this area to upload. You can upload up to 10 files.

GIFT FROM FAMILY

Gift Letters From Donor & Verification Of Source (Bank Statements)

Gift Letters From Donor & Verification Of Source (Bank Statements)

Click or drag files to this area to upload. You can upload up to 10 files.

STOCK BROKERAGE OR MONEY MARKET STATEMENTS

Statements From The Past 2 Months (All Pages)

Stock Brokerage or Money Market Statements

Click or drag files to this area to upload. You can upload up to 10 files.

RETIREMENT ACCOUNTS

Past 2 Months Or 1 Quarter (All Pages)

Retirement Accounts

Click or drag files to this area to upload. You can upload up to 10 files.

Property Documentation

HOMEOWNERS INSURANCE POLICY – DECLARATIONS PAGE

Annual Premium, For All Properties Owned

Homeowners Insurance Policy – Declarations Page

Click or drag files to this area to upload. You can upload up to 10 files.

COPY OF NOTE FOR 2ND

(If Subordinating Current 2nd Trust Deed)

Copy of Note For 2nd – if Subordinating Current 2nd Trust Deed

Click or drag files to this area to upload. You can upload up to 10 files.

HOA CONTACT INFORMATION

In Order To Obtain Certificate, Insurance & Budget

HOA Contact Information – In Order To Obtain Certificate, Insurance & Budget

Click or drag files to this area to upload. You can upload up to 10 files.

MORTGAGE STATEMENTS

Copies Of Current Mortgage Statements For All Properties Owned

Mortgage Statements

Click or drag files to this area to upload. You can upload up to 10 files.

COPY OF TRUST AND/OR TRUST CERTIFICATE

Copies Of All Trust Documents And Trust Certificates

All Trust Documents and Trust Certificates

Click or drag files to this area to upload. You can upload up to 10 files.

LEASE AGREEMENTS

Copies Of Lease Agreements For All Rental Properties Owned

Lease Agreements

Click or drag files to this area to upload. You can upload up to 10 files.

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

Please sign below *

Clear Signature

Checkboxes *

• Agree to Terms

Submit Form

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You will receive a confirmation in your inbox after submission.

NOTE – All information submitted through this form is encrypted with secure end to end communication channels. Please visit our Privacy & Security & Terms / Disclaimer for additional information.