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Thank you for choosing All California Mortgage, Inc., to originate your loan. In order to expedite your loan, please be sure to fill out your loan application COMPLETELY and provide the following documentation.
PLEASE NOTE: Many of the items requested below are only necessary if you are applying for a "fully documented" loan, which requires tax returns, bank statements, etc. Please consult your loan agent, to identify what documentation will be required from you based on your specific needs and qualifications.
__ Previous two years complete Federal tax returns.
__ Personal income tax W-2 and/or K-1's for the preceding two years.
__ Copies of paystubs covering the most recent 30 day pay period.
__ If retired, please provide copy of award letter for retirement, pension, or social security income.
__ Signed unaudited current Year-To-Date Profit and Loss Statement (if self-employed and filing Schedule C with your Federal tax returns).
__ If presently renting, your landlord(s) name and address to verify your rental history for the past two years.
__ Two months' most recent statements (all pages) for all asset accounts (i.e. checking, savings, stocks, retirement etc.). This will significantly expedite the process.
IF you own any interest in a Partnership or S-Corporation please provide K-1's for the previous two years.
IF you own 25% or more of a Partnership, S-Corporation and/or are a principal of a Corporation, please provide the following additional documentation.
__ Copies of complete Partnership returns (1065's), S-Corp returns (1120S's) and/or Corporate income tax returns (1120's) for the previous two years.
__ Current Year-To-Date Profit and Loss Statements for the Partnership, S-Corp, and/or Corporation.
IF your property is a condominium or P.U.D. please provide the following:
__ Name, address and phone number of the Homeowner's Association.
For loans originated in other states, please contact your loan agent to be advised on what documentation will be necessary.
If you have any questions, please do not hesitate to give us a call. We welcome your business and will assist you in a professional and expeditious manner.
Apply Online
For your convenience, these forms may be printed and sent to us via fax or mail.
Complete Loan Application with Disclosures
Disclosures only
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