David S. Derbes, Inc
David S. Derbes Inc., Realtors
 

 WHAT TO BRING TO A LOAN APPLICATION

 

 

 

 

 

¨ Legal Description of property

¨ Contract to purchase property

¨ Choice of Closing Agent

¨ Address of Employees

¨ Previous landlords name and address (if you have lived there
     less than 24 months )   
¨ Previous employers name and address (if you have been 
     employed by present employer for less than two years)
¨ All Checking account numbers

¨ All savings account numbers

¨ All money market account number

¨ Most recent brokerage house statement of investments

¨ Loan number for all loans – bring name and address of lenders

¨ Monthly payments & balances on all loans

¨ Credit card account numbers, balance, and monthly payments

¨ Monthly payments on real estate debt

¨ Monthly income on investment property

¨ Copy of divorce/separation papers (if applicable)

¨ Two years P & L if self-employed

¨ Year-to-date P & L if self-employed

¨ Two years’ tax returns if self-employed or if 5% or more of your
     income is derived from investments
¨ W-2 and current pay stubs

¨ 1099 if self-employed

* Please note that is you have accounts or loans from out of state depositories and businesses, please be sure to provide names, addresses and zip codes




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