Initial Documentation Checklist

  • Broker Submission Form
  • Loan Application
  • 2 Months Complete Bank Statements
  • Photocopy of Valid ID
  • LLC/Corp/Trust Docs (if applicable)
  • If Purchase – Purchase Contract
  • If Refinance – Mortgage Statement
  • If Leased – Lease Agreement
  • Strategy Letter
  • Escrow Contact Info
  • Insurance Declaration Page

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