loan approval checklist
We need your assistance. In order to expedite your loan approval please provide us with the following documentation:
1.______ Personal Federal Tax Returns and W2s for the last two years including all schedules and attachments. If you own more than 20% in a partnership and / or a corporation please also provide two years of federal tax returns for these. Please sign an original signature on the 2nd page of each return.
2.______ One recent paycheck stub if you receive a salary or regular wages.
3.______ Bank statements for the last three months for two largest checking and savings accounts. Please include all pages for each statement.
4.______ Two recent statements for securities accounts Including 401K, IRA and other retirement accounts. Please include all pages for each statement.
5.______ Fire Insurance Policy declarations page with policy number, agent's name and telephone number.
6.______ Year-to-Date Profit and Loss Statement for your business.
7.______ Current Mortgage Loan Statement/s with the lender's name, address, and loan number for all outstanding real estate loans.
8.______

Application deposit check for $______ made payable to Marc Solomont Real Estate Finance for appraisal and credit investigation.

9.______ Other:_______________________________________________________

Please call if you have any questions or need to schedule or reschedule your appointment. Thank you for your assistance.