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Application Checklist

Here’s everything you need to apply for all of our Home Loan products. Print it out, check the boxes, and be on your way to making your dreams happen!

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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