Loan Checklist
- (W-2 FORM'S) The past 2 years.
- PAY STUB-MOST RECENT - Or a complete month.
- MOST RECENT STATEMENT (ALL PAGES) FOR BANKS, MUTUAL - Usually the last two months.
- FUNDS AND IRA'S (INTERNET STATEMENTS ARE NOT ACCEPTED) - The statement from the last quarter.
- ESTIMATED NET PROCEEDS FROM THE ONE YOU ARE SELLING - (If purchasing and applicable).
- NAME AND PHONE NUMBER OF INSURANCE AGENT - If you are purchasing, this information can be obtained prior to closing the escrow. It's best to acquire quotes at least two weeks prior to escrow closing.
- FEDERAL TAX RETURNS FOR THE PREVIOUS 2 YEARS
(If self-employed, own a portion of a company, or you receive commission income) - COMPLETE COPY OF BANKRUPTCY PAPERS INCLUDING DISCHARGE
- DIVORCE DECREE AND SEPARATION AGREEMENT (If applicable)
- LEASE AGREEMENTS ON RENTAL PROPERTIES (If you own income property)
- PROOF OF CHILD SUPPORT (If applicable)
- LETTER OF EXPLANATION FOR GAP IN EMPLOYMENT (If applicable)
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2363 Mariner Square Drive #141,
Alameda, CA 94501
Phone: 510-523-5300 Fax: 510-217-3519
DRE #01182747
Refinance