Free Forms

These forms contain all required info to begin the process towards your results

Residential Mortgage
Residential Mortgage Form
File Size: 79 kb
File Type: docx
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Checklist 

  1. Residential Mortgage Form
  2. 2 most recent personal tax returns
  3. 2 most recent bank statements 
  4. Copy of drivers license
  5. If Purchase: Contract & Proof of down payment  
 5.    If Refinance: Recent mortgage statement 

Commercial Mortgage
Commercial Financing Form
File Size: 106 kb
File Type: docx
Download File

Checklist 

  1. Commercial Mortgage Consult Form
  2. 2 most recent personal tax returns
  3. 2 most recent bank statements (or statements of liquid assets)
  4. Copy of drivers license
  5. If Purchase: Contract & Proof of down payment  
 5.    If Refinance: Recent mortgage statement 

Credit Report
Credit
File Size: 255 kb
File Type: doc
Download File

Checklist 

  1. Complete application

Hard Money Loans
Hard Money Form
File Size: 93 kb
File Type: docx
Download File

Checklist 

  1. Complete Hard Money Application
  2. Mortgage statement (if applicable)
  3. Copy of credit

Debt Settlement

Checklist 

Insurance
NY P&C
Business Insurance Quote
File Size: 260 kb
File Type: doc
Download File

Checklist 

  1. Appropriate application
  2. Current policy if possible

Loan Modification
Loan Modification Form
File Size: 86 kb
File Type: docx
Download File

Checklist 

  1. Refer to first page of form (to the left)

Credit Card Authorization

Property Contract

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Housing Lease
Housing Lease
File Size: 104 kb
File Type: doc
Download File

Checklist 

N/A 

4506T 

IRS Transcript  
(confirms income)
4506T
File Size: 102 kb
File Type: pdf
Download File

Checklist 

N/A

8821

IRS Transcript to (confirms income)
8821
File Size: 369 kb
File Type: pdf
Download File

Checklist 

N/A




Income Calculator (mortgage)
Tax Return Income
File Size: 222 kb
File Type: docx
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