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Home Loan Needs List
Here is a list of items needed for your home loan purchase, refinance, or pre-approval. These are general guidelines, additional items may be requested upon underwriting.
Most recent 2 years of tax returns, all pages required.
Most recent 2 years of W-2's or 1099's
Most recent 30 days paycheck stubs.
Most recent 2 months statement for all assests, all pages. (i.e. Checking, savings, stocks, etc.)
2 forms of Identification. (Drivers License and a Credit Card is sufficient)
Any real estate owned Mortgage statement, Home Insurance evidence statement and Property Tax statements. (All Pages)
All pages of any lease agreement/tenant agreements for any rental property
Check for $20.00 made payable to Steve Bhalla for the credit pull for each borrower.
Please mail the check to :
Excel Realty & Mortgage
309 Boeger Place, Bay Point, CA 94565
Attention Steve Bhalla/Betsy Burfield
Thanks and Please feel free to fax or email the above documents.