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1998-2012 EQUAL HOUSING OPPORTUNITY © 2012 Directors Mortgage Inc. Information deemed reliable but subject to change without notice. Qualifying buyers only, subject to credit approval. This is not a commitment to lend. Call for Details. NMLS-3240, CL-3240. Loan Checklist The following information must be supplied by the borrower before their loan can be submitted. Where Your Down Payment is Coming From (purchase only) Gift / Checking / Savings / Other $_________________ (amount) (circle) $_________________ (amount) Last Two Years W-2’s Last Two Years Personal Tax Returns Filed with IRS (all schedules please) Last Two Years Corporate Tax Returns Filed with IRS and YTD Profit and Loss/Balance Sheet (if self employed) Thirty Days Current Pay Stubs Two Months most Current Bank Statements for all Accounts (all pages) Investment Accounts/401K and Retirement Statements (most current, all pages) Home Owners Insurance Agent Name and Number Copy of Mortgage Statement Copy of Mortgage Note (if applicable) Copy of Social Security Card(s) Copy of Permanent Resident Alien Card(s) (if applicable) Divorce Decree (if applicable) Child Support Order (if applicable) Bankruptcy Papers and Discharge Notice (if applicable) Rental Agreements for all Properties Owned (if applicable) Copy of Drivers License (if applicable) VA Loans If Retired Copy of DD214 (VA Loan) Social Security Award Letter Certificate of Eligibility (VA Loan) Pension Award Letter Last Two Years 1099’s Forms Required Borrowers Authorization (enclosed) 4506T (enclosed) E-Sign Disclosure (enclosed) Please submit all documents and forms as soon as possible. Any applicable items missing will delay the process of your loan being submitted. Thank you in advance for your timely assistance. Jeff Waller Sr. Mortgage Specialist NMLS-136245 DIRECTORS MORTGAGE 503.636.6000 503.710.1927 Cell [email protected] 4550 SW Kruse Way, Suite 275 Lake Oswego, OR 97035 directorsmortgage.net Apply online at: banker4life.net Code 148 Jeff Waller 503.636.6000

Loan checklist j waller

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Page 1: Loan checklist j waller

1998-2012 EQUAL HOUSING OPPORTUNITY

© 2012 Directors Mortgage Inc.

Information deemed reliable but subject to change without notice. Qualifying buyers only, subject to credit approval. This is not a

commitment to lend. Call for Details. NMLS-3240, CL-3240.

Loan ChecklistThe following information must be supplied by

the borrower before their loan can be submitted.

� Where Your Down Payment is Coming From (purchase only) � Gift / Checking / Savings / Other $_________________ (amount)

(circle) $_________________ (amount)

� Last Two Years W-2’s � Last Two Years Personal Tax Returns Filed with IRS (all schedules please) � Last Two Years Corporate Tax Returns Filed with IRS and YTD Profit and Loss/Balance Sheet

(if self employed) � Thirty Days Current Pay Stubs � Two Months most Current Bank Statements for all Accounts (all pages) � Investment Accounts/401K and Retirement Statements (most current, all pages) � Home Owners Insurance Agent Name and Number � Copy of Mortgage Statement � Copy of Mortgage Note (if applicable) � Copy of Social Security Card(s) � Copy of Permanent Resident Alien Card(s) (if applicable) � Divorce Decree (if applicable) � Child Support Order (if applicable) � Bankruptcy Papers and Discharge Notice (if applicable) � Rental Agreements for all Properties Owned (if applicable) � Copy of Drivers License (if applicable)

VA Loans If Retired � Copy of DD214 (VA Loan)   Social Security Award Letter � Certificate of Eligibility (VA Loan)   Pension Award Letter

  Last Two Years 1099’sForms Required

� Borrowers Authorization (enclosed) � 4506T (enclosed) � E-Sign Disclosure (enclosed)

Please submit all documents and forms as soon as possible. Any applicable items missing will delay the process of your loan being submitted. Thank you in advance for your timely assistance.

Jeff WallerSr. Mortgage SpecialistNMLS-136245

DIRECTORS MORTGAGE503.636.6000503.710.1927 Cell [email protected] SW Kruse Way, Suite 275 Lake Oswego, OR 97035directorsmortgage.netApply online at:

banker4life.net • Code 148

Jeff Waller

503.636.6000