Application Documents Needed


Once I receive your documents I will fill out the application for you

  1. 2019 & 2018 1040 (All Schedules) Fed Tax Return 1065’s &/or 1120’s | SELF EMPLOYED
  2. 2019 and 2018 W2’s if applicable
  3. Pay Stubs most Recent Consecutive 30 days
  4. Social Security Award Letter if applicable
  5. Bank Statements: most recent consecutive 60 days, all pages (front and back)
  6. Mortgage Statements – ALL Properties (HELOC, and/or,  2nd Mortgage Statement if applicable)
  7. Property Tax Statement (most recent)
  8. Hazard Insurance statement showing agent’s name, contact information, policy number
  9. HOA Statement (if applicable)
  10. HR Contact Information to verify employment
  11. IF using NEED a 1 time  Salary Key needs to be generated for 1 Time Access
  12. Scanned Copy of your Driver’s License (s)
  13. Rental/Lease Agreements if applicable
  14. Complete copy of Divorce of Divorce Decree All Pages if applicable (paying child support or alimony include that too)

Firestone Financial Group
4010 Moorpark Ave., #104, San Jose, CA 95117
DRE #01230770 | NMLS #298325
California Life Insurance #0843024
Montana   Life Insurance # 742264
o: (877) 685-6631

Copyright © 2020 Lisa Melby All Rights Reserved. |  | 877-685-6631, All Rights Reserved.

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