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• For pre-approval fill out the intake form online.

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For process

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• Fill out and sign the attached application.

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• Copy of Driver License and Passport

  • For the non-US citizen, please provide a green card.

  • Foreign nationals please provide a travel visa.

 

• Provide leases

  • Provide 1 Month Rent Proof with Bank Statement, Cancel Check, or Payment App (no print screen)​

 

• Please provide email address for e-Consent, Credit Authorization.

 

• For two of the past five years, do you own any other investment property? Will require an questionnaire.

  • Is the subject property under management by a Property Management Company.

  • If self-manage, can you provide 24-month deposit prove with cancel check or bank statement, or Schedule E

    • Please note, it does not impact our ability to lend. There is a Loan to Value adjustment.

    • Is the subject property under management by a Property Management Company.​

      • Will provide Management Questionnaire

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• For purchase, provide a purchase contract

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• For refinancing, provide the most recent bank statement

  • Will need a payoff letter at the time of closing.

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• If the property is part of the HOA association

  • Confirm the number of units sold, % of ownership

  • Require HOA by-law

  • Please provide the most recent HOA statement​

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• Most recent real estate tax statement

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Then we need

• appraisal,

• entity document,

• insurance,

• 2 month bank statement to close (to show down payment, 9 month liquidity)

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