Loan Submission Forms

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