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)
- 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 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
Individual Loan Documents