Checklist: Some of the forms we may request.

Residential Loan Application

• Personal Documents

• Borrower's Authorization Form  

• W2's for all borrowers

• Copy of Drivers License & Social Security (All Borrowers)

• Complete attached Uniform Mortgage Application (1003)

• Personal Bank Statements (Last 90 Days)

• 401k and/or Pension Statement (Last Quarter)

• Copy of Credit Report, Child Support, Divorce Decree, and/or Retirement Letter

• Tax Returns (Most recent filed for the past 2 yrs.)

• VA DD-214 (Optional- VA Loan application only)

Commercial Loan Application

• Personal Documents

• Borrower's Authorization Form 

• W2's for all borrowers

• Copy of Drivers License (All borrowers)

• Complete attached Uniform Commercial Mortgage Application (1003)

• Business Bank Statements (Last 90 days)

• 401k and Pension Statement Last Quarter

• Copy of current lease agreements 

• Copy of Credit Report, Officers

• Tax Returns (Most recently filed)

• VA DD-214 (Optional- VA Loan application only)