Loan Application Checklist

In order to expedite your application approval process, please provide us with photocopies of the following documents when submitting your application:

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Completed and signed application with the amount that you are requesting.

Servicing Disclosure Statement (Fixed Rate Product Only).

Copy of latest paid tax bill.

Copy of Deed to property.

Copy of latest mortgage bill showing payment and present balance.

Copy of homeowners insurance.

Copy of most recent pay stub and W2's for two (2) previous years.

If self-employed or you have rental properties, we need complete tax returns for the previous two (2) years and a year-to-date profit and loss statement.

Copy of leases or rental agreements for any rental property.

Proof of any other income from any other source that you wish to be considered as part of your income, e.g., divorce decree, social security letter, retirement account, etc.

Copies of the latest credit card statements or loan statements/booklets for all your accounts with balances if loan purpose includes debt consolidation.

Call us for an appointment. Thank you for coming in to see us and we look forward to working with you for your lending needs.