So You Want To Get 
Hopefully we've convinced you that we're worthy of your business at this point! If you still have questions, ask them! We're here to help... besides, I could always use some more blog topics!
Ok, now for some business.. In order to get started on the right foot, there are a few things we want to make sure we get from you. As I have mentioned in many posts on the blog - each quote is a custom one. In order to provide you with the best information possible I will need some detailed documentation of your financial history along with a general loan application. We look forward to working with you!
For us to best serve you, we will need the following:
- Fully completed loan application (instructions below).
- Copies of checking and savings accounts statements for the past two months
- Evidence of any other assets such as bonds, stocks, or money saved in retirement programs (i.e. 401k or 403b program).
- Your most recent two paycheck stubs.
- W-2 withholding forms, or income tax returns for the past two years to verify your income and proof of employment.
- The name and address of someone who can verify your employment
- Residence history for the past two years
- Sales contract for the purchase of a new home
- Homeowner's association information with contact information if property is a condo or part of a homeowner's association.
We understand you're very busy, thats why we have made it extremely easy to apply for a loan with us! Here are four options:
1) You can call into my office (515-991-7102) and set up an appointment.
2) Call me at 515-991-7102 and I can personally take an applciation from you over the phone.
3) You can Apply Online 24 Hours a Day!
4) Complete my written application and fax it into my secure pre-approval line (Downloadmortgage_blueprint_planning_questionaire.pdf )
