Thank You Contact Us

Next Steps

Thank you for contacting us to speak with a specialist. We’ve received your inquiry and will be contacting you shortly. Below are a few items that we will need to review which you can began getting together when time permits. We look forward to speaking with you soon.

REQUIRED LOAN INFORMATION NEEDED

Thank you for contacting us to speak with a specialist. We’ve received your inquiry and will be contacting you shortly. Below are a few items that we will need to review which you can began getting together when time permits. We look forward to speaking with you soon.

  • W2s/1099’s – Most Recent 2 Years
  • Federal Tax Returns – Most Recent 2 Years
  • Bank Statements – Most Recent 2 Months – All Pages – This is for personal & all retirement accounts
  • Insurance Declaration Page with Homeowners Insurance Agent Name and Phone Number
  • Copy of Mortgage Statements(s) For All Properties Owned
  • Copy of Permanent Resident Alien Cards (if applicable)
  • Bankruptcy Papers and Discharge Notice (if applicable)
  • If self-employed and have a corporation or partnership, we will need 1120’s (corporate returns) or 1065’s (partnership returns) along with K1’s for 2 years – Please include all pages, all schedules and current pay stubs covering a full 30-day period (Please review to ensure they include a year-to-date history.)

We Also Recommend Checking Out Our Blog Articles

  • Considerations When Selecting a Personal Finance Software System

    With something as important as your finances, you want to make sure that any software program you use is worth the time and effort you put into it. Each individual program was designed with a certain user profile in mind and not all of the programs are suited to be used by everyone. Before you make your investment, take time to research the following things about the software you plan on purchasing so that you can get the one that works best for you.

    Read more

  • Buying Property for Lifestyle Vs Investment: How to Decide

    Youth is wasted on the young, as the saying goes, and those who have aged realize the truth in the statement in terms of real estate investing. It’s Not surprising that many don’t consider investment ownership until much later in life, possibly losing out on a big opportunities doing so.

    Read more

  • What is a Vacancy Rate & How Does This Help Predict Housing Markets?

    The ebb and flow of title holders and property constantly creates information about ownership, residence and vacancy. Over time, all of that information builds trends, which in turn can be used to make predictions about the property market of an area as a whole. Those predictions can have a big influence on the local housing market in terms of pricing, competition, and availability. Vacancy rates really do matter quite a bit and we’ll explain why below.

    Read more