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Upload Documentation

In the event that more documentation is necessary, you will be notified and can upload it in the next form.

Upload Documents:

All Loans:

  • 2 months recent bank statements (must be within 30 days of settlement)
  • Entity Documents
    • LLC – Articles of Organization and Operating Agreement
    • Corporations – Articles of Incorporation and Bylaws
  • Valid, Legible Photo ID for all signers

Refinance Loans:

  • Current Mortgage Statement
  • Itemized Scope of work (Budget)
  • Costs Spent to Date

Purchase Loans:

  • Executed Purchase Contract with all addendums
  • Itemized Scope of work (Budget)