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Application Checklist

Thank you for coming to All California Mortgage/APMC to originate your loan.

___ Previous two years complete Federal tax returns (1040’s)

___ Previous two years W-2’’s and Pay Stubs covering current 30 day period

___ If retired, please provide award letter for retirement, pension, or social security income.

___ Signed 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, address and phone number to verify your rental history for the past two years

___ Two months most recent statements for all asset accounts (i.e. checking, savings, stocks, retirement etc.)  Please send ALL PAGES even if blank.

___ Please provide a copy of a California photo ID, passport, or other government-issued document, including country of issuance, date of birth, and bearing a photograph.  If providing a Resident Alien card, please provide legible copy of the front and back

___ Copy of Homeowners Insurance Declaration page

___ Copy of recent billing statement for the loan being paid off

___ Copy of Note on any Equity Line (if keeping open) and copy of recent billing statement

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), Sub S Corp returns (1120 S’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 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.

All California Mortgage is a Division of American Pacific Mortgage Corporation, License #1850, BRE #01215943
17 E Sir Francis Drake Blvd Ste 200, Larkspur, CA  94939
Direct:  (800) 371-4545
Copyright © 2018 All California Mortgage is a Division of American Pacific Mortgage Corporation
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