The information below is needed to process the Individual Loan Application. All forms are available for easy download below. Please do not hesitate to contact us with any questions you may have.
We look forward to working with you!

Business Information (if applicable)

  • Application 
  • Last 3 years tax returns, including all forms, schedules, and K-1 statements
  • Last 3 year-end financial statements (balance sheet and income statement)
  • YTD Current financial statement (not older than 90 days)


Personal Information 

  • Personal financial statement (form attached)
  • Last 3 years personal tax returns, including all forms, schedules, W2 forms, and K-1 statements
  • Bio form (form attached) and/or resume
  • Most recent pay stub or YTD Income through March 2015


**If request includes construction,

Provide a copy of the construction contract (or contractor’s estimate of cost), and a detailed breakdown of total project cost, including property cost, construction hard costs, construction soft costs, equipment, etc.


 **If request includes real estate purchase

Include an executed copy of the purchase contract or letter of intent


  Copies of any available appraisal reports, environmental reports, and/or survey


Send all documents to:

Teresa, Lopez, NMLS # 374578, Residential Mortgage Loan Originator

(877) 788-3520

FAX:  970.297.7242

Individual Loan Documents

Project Questionnaire

Personal Cash Flow Statement

Personal Financial Statement

GEM Budget/Cost Breakdown