Samuel Scott Financial Group is licensed by the CA Dept. of Real Estate, Real Estate Broker license 01458652 and NMLS 235584. Equal Opportunity Lender. Time is of the Essence Rates are often time sensitive, so your help in procuring the requested documents will always be to your benefit. Need help? Just contact your Mortgage Advisor and we would be happy to assist you through this process. Personal Information Disclosures, completed and signed; Copy of Driver’s License for all borrowers; Lease agreements for rental properties. Verification of Income W-2 and 1099 forms for the past two years; Tax returns (1040) with all schedules for the past two years; Pay stubs for the last 30 days; Additional income: o Social security awards letter, pensions, veteran's benefits, alimony, child support, etc. Assets & Debts Bank account statements for the previous 2-3 months for all accounts: o Checking, savings, 401K, IRA, stocks, bonds, etc. Mortgage statements (for existing mortgages), Property tax bills, Hazard Insurance Declaration page; NOTE: If you have funds to bring in at the close of escrow, they will need to be verified. If self-employed, also submit: K1’s for the last 2 years; Business Tax Returns for the past 2 years (all pages). Document Needs Checklist: for a Home Loan Application At Samuel Scott, our goal is to help you get the best possible loan for your home purchase or refinance. To expedite the process and lock in the best rates, it’s important that you promptly provide the documents listed below along with your signed and dated Loan Application. Samuel Scott Financial Group 12275 El Camino Real, Ste 130, San Diego CA 92130 858.259.6070 [email protected] www.SamuelScottFG.com For the most current Home Loan Application Checklist, visit our website: www.SamuelScottFG.com/LoanAppChecklist
Welcome message from author
This document is posted to help you gain knowledge. Please leave a comment to let me know what you think about it! Share it to your friends and learn new things together.
Transcript
Samuel Scott Financial Group is licensed by the CA Dept. of Real Estate, Real Estate Broker license 01458652 and NMLS 235584. Equal Opportunity Lender.
Time is of the Essence Rates are often time sensitive, so your help in procuring the requested documents will always be to your benefit.
Need help?
Just contact your Mortgage Advisor and we would be happy to assist you through this process.
Personal Information Disclosures, completed and signed; Copy of Driver’s License for all borrowers; Lease agreements for rental properties.
Verification of Income
W-2 and 1099 forms for the past two years; Tax returns (1040) with all schedules for the past two years; Pay stubs for the last 30 days; Additional income:
o Social security awards letter, pensions, veteran's benefits, alimony, child support, etc. Assets & Debts
Bank account statements for the previous 2-3 months for all accounts: o Checking, savings, 401K, IRA, stocks, bonds, etc.
Mortgage statements (for existing mortgages), Property tax bills, Hazard Insurance Declaration page; NOTE: If you have funds to bring in at the close of escrow, they will need to be verified.
If self-employed, also submit:
K1’s for the last 2 years; Business Tax Returns for the past 2 years (all pages).
Document Needs Checklist: for a Home Loan Application At Samuel Scott, our goal is to help you get the best possible loan for your home purchase or refinance. To expedite the process and lock in the best rates, it’s important that you promptly provide the documents listed below along with your signed and dated Loan Application.
Samuel Scott Financial Group 12275 El Camino Real, Ste 130, San Diego CA 92130 858.259.6070 [email protected]
www.SamuelScottFG.com
For the most current Home Loan Application Checklist, visit our website: www.SamuelScottFG.com/LoanAppChecklist
Related Documents
