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Loan Checklist
The following items are critical to your California jumbo or super-jumbo loan being completed in a timely manner. Please provide all of the docments that apply to you: 24 hour Toll-Free Fax (866) 651-6242
W-2 forms for the past 2 years
Most recent paycheck stubs covering the last 30 days
Personal and business tax returns for the past 2 years with all schedules
Last 3 months statements for all retirement, investment and bank accounts
Property addresses of all real estate owned
CPA Letter/Business license for self-employed borrowers
Preferred Realty Partners, LLC offers mortgages in Ventura County, Los Angeles County, and throughout the state of California. Julie Cline is licensed by the CA Department of Real Estate #01743818.
UMAX MORTGAGE CALIFORNIA
2000 Broadway Street Phone: (866) 599-8480
Redwood City, CA 94063
Phone: 866-599-8480
Fax: 866-694-7248
Toll Free: 866-599-8480