(415) 390-6750   
(415) 390-6750   
 
 
 

Loan Submission Forms

Loan Application Documentation:

Apartment and Commercial Loans:

  • 2 Yrs Individual Federal Tax Returns w/ All Schedules and K1’s
  • 2 Yrs Business Federal Tax Returns (25% or greater ownership interest)
  • YTD Business Balance Sheet and Income Statement
  • Last 2 Pay Stubs (if employed)
  • YTD Business Profit/Loss Statement (if self-employed)
  • 2 Months’ Bank & Brokerage Statements
  • Current Mortgage Statement & Insurance Policy
  • Rental/Lease Agreements
  • Purchase Contract & All Addendums (if applicable)

1-4 Unit Residential Loans:

  • 2 Yrs W-2’s and Last 30 days’ Pay Stubs (if employed)
  • 2 Yrs Federal Tax Returns w/ All Schedules and K1’s (if self-employed)
  • YTD Business Balance Sheet and Income Statement
  • 2 Months’ Bank & Brokerage Statements
  • Current Mortgage Statement & Insurance Policy (if applicable)
  • Rental Agreements
  • Purchase Contract & All Addendums
Loan Application Documentation:

Apartment and Commercial Loans:

  • 2 Yrs Individual Federal Tax Returns w/ All Schedules and K1’s
  • 2 Yrs Business Federal Tax Returns (25% or greater ownership interest)
  • YTD Business Balance Sheet and Income Statement
  • Last 2 Pay Stubs (if employed)
  • YTD Business Profit/Loss Statement (if self-employed)
  • 2 Months’ Bank & Brokerage Statements
  • Current Mortgage Statement & Insurance Policy
  • Rental/Lease Agreements
  • Purchase Contract & All Addendums (if applicable)

1-4 Unit Residential Loans:

  • 2 Yrs W-2’s and Last 30 days’ Pay Stubs (if employed)
  • 2 Yrs Federal Tax Returns w/ All Schedules and K1’s (if self-employed)
  • YTD Business Balance Sheet and Income Statement
  • 2 Months’ Bank & Brokerage Statements
  • Current Mortgage Statement & Insurance Policy (if applicable)
  • Rental Agreements
  • Purchase Contract & All Addendums

Pacific Financial Group, Four Embarcadero Center, Suite 1400, San Francisco, CA 94111 
  T: (415) 390-6750 | F: (888) 988-9434  |  info@pacfigroup.com

  Pacific Financial Group, All Rights Reserved.



 
 

CA Insurance license Samuel A. Shummon #0I49823.
Real Estate Broker – CA Bureau of Real Estate – Cal BRE #0129501 – NMLS #328979
Pacific Bay Lending, Inc.  – CA Bureau of Real Estate – Cal BRE #01874818 – NMLS #318011
www.nmlsconsumeraccess.org

 Made in the U.S.A. | Privacy Statement



Equal Fair Housing

Pacific Financial Group, Four Embarcadero Center, Suite 1400, San Francisco, CA 94111 
  T: (415) 390-6750 | F: (888) 988-9434  |  info@pacfigroup.com

  Pacific Financial Group, All Rights Reserved.



 
 

CA Insurance license Samuel A. Shummon #0I49823.
Real Estate Broker – CA Bureau of Real Estate – Cal BRE #0129501 – NMLS #328979
Pacific Bay Lending, Inc.  – CA Bureau of Real Estate – Cal BRE #01874818 – NMLS #318011
www.nmlsconsumeraccess.org

 Made in the U.S.A. | Privacy Statement



Equal Fair Housing