2400 Camino Ramon #262 , San Ramon,Ca 94583
866 280 0020
General Documents Needed
Self Employed
- 2 year taxes ( all pages) ( federal)
- Business License or CPA/Tax preparer letter for business in existence for 2 years
Wage Earners
- 1 year taxes (all pages) (federal)
- W2s for 2 yrs
- Paystubs for 1 consecutive month
Retired/Pensioners
- 1099s for 2 years
- Most current SSI award letter
Purchase Specific
- Purchase Contract Fully Executed with all Counters and addendums
- EMD Receipt
- EMD Cancelled Check
- SS Approval For 1st and 2nd (as applicable)
- Escrow Contact Information
Asset Statements
- Latest Bank Statements all pages
- Retirement account (for last quarter if quarterly, or 2 months if monthly)(all pages) if being used for Reserves/Down Payment.
Existing Properties- Latest Mortgage Statement for all properties with mortgages
- Insurance for all properties with or without mortgage
- Tax bills for all properties with or without mortgage
- Lease/Rent agreement for Rental property purchase recently and not appearing on last tax return
Completed Application Form
Click to Download Application Form
The form can be used as PDF Type able or can be completed by printing it out.We just need Sections III,IV,V and VIII completed.
