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Condominium Purchase or Refinance
- Master deed
- Declaration-of-trust
- Unit deed
- Master insurance policy
- Condo affidavit
Construction Loan
- Construction plans and specs
- Construction budget
- Construction permits
- Agreement with general contractor
- Construction insurance policy
Residential Purchase
- Signed purchase & sales agreement/accepted offer
- Proof of down payment (copy of canceled check)
- Most recent 2 years W-2’s
- Most recent pay stubs
- Last three years 1040’s (all schedules)
- All checking and savings statements (2 months)
- 12 months canceled rent checks
Residential Refinance
- Current mortgage statement
- Most recent property tax bill
- Current homeowner’s insurance policy
- Most recent 2 years W-2’s
- Most recent year-to-date pay stubs
- Last two years 1040’s (All Schedules)
- Year-to-date profit and loss – self employed only
- All checking and savings statements (2 months)
Home Equity Loan (Second Mortgage)
- Current mortgage statement
- Most recent property tax bill
- Current homeowner’s insurance policy
- Most recent 2 years W-2’s
- Most recent year-to-date pay stubs
- Last two years 1040’s (All Schedules)
- Year-to-date profit and loss – self employed only
- All checking and savings statements (2 months)
Home Equity Line of Credit
- Current mortgage statement
- Most recent property tax bill
- Current homeowner’s insurance policy
- Most recent 2 years W-2’s
- Most recent year-to-date pay stubs
- Last two years 1040’s (all schedules)
- Year-to-date profit and loss – self employed only
- All checking and savings statements (2 months)
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