ALLIED EQUITY A Diversified Mortgage Company
400 North Mountain Ave., Suite 223, Upland, CA 91786
Phone  909-932-9226 Fax  909-803-9840

LOAN APPLICATION ITEMS NEEDED TO PROCESS YOUR MORTGAGE REQUEST 

 

TO HELP EXPEDITE THE LOAN PROCESS, I HAVE DEVELOPED A NEEDS LIST OF REQUIRED DOCUMENTS TO ENSURE THE LOAN APPLICATION PROCESS WILL BE AS SMOOTH AND EFFICIENT AS POSSIBLE.

 

The following are the required documentation needed to process your mortgage request. You have the option of sending to our EFAX or you can upload and send via Email, and be sure to a either contact  me directly or you can also apply online on our secured site at your convenience. (short form prequalification is fine as well).

 

Items Needed:

  • 2015 and 2016 Tax returns (Include Schedule C's if Self-Employed)
  • 2015 and 2016 W 2's  (for all employed borrowers)
  • last 2 recent pay stubs
  • recent bank statement (all pages, even if it says "blank")
  • copy of current mortgage (if a refinance)
  • copy of current insurance declaration page (if a refinance)
  • drivers license and social security card if an FHA loan request 
  • Copy of DD214 if a VA loan request

 

Send items:

Via EFAX:  please send documents to:                                1-909-803-9840 (FAX)

Via Email:  please send documents to:                           Jsanchez@alliedequity.com

Direct upload:                                                                                 CLICK HERE 

Apply Now:                                                                                     APPLY NOW

Short Form Prequal form:                                                            PRE-QUAL NOW 

 

Once I receive your items, I will be in contact and complete your loan request and if I have any further questions I will be in contact as well.

Any concerns or questions you can reach me directly at 1-909-932-9226   (direct office)

 

or  at this link:  CONTACT DIRECTLY 

 

 

Allied Equity, 400 N. Mountain Avenue, Suite 223, Upland, CA 91786

Dre License #01201910, NMLS Originator ID: 359382, NMLS Company ID: 359090 

Joe Sanchez
Allied Equity
Ph: 909-932-9226Fax:909-803-9840
400 North Mountain Ave., Suite 223
Upland, CA 91786 US
CA DRE License # 01201910, NMLS: 359382, Company ID: 359090
www.alliedequity.com
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