Loans & Mortages

• - W-2 and 1040 forms from the previous two years
• - Profit and loss statements or 1099 forms, if you own a business.
• - One month of paycheck stubs.
• - Residence and employment history for the past two years.
• - A complete list of your debts, such as credit cards, student loans, investment property loans car loans and child support payments, along with minimum monthly payments and balances.
• - List of assets, including bank statements, mutual fund statements, real estate and automobile titles, brokerage statements and records of other investments or assets.
• - Canceled checks for your rent or mortgage payments
• - We will assist you in coordinating your mortgage process and clearing conditions with your loan officer, underwriter and closing department.
• - We will review your pre-closing lender documentation such as the Loan Estimate, Commitment Letter and Closing Disclosure.
• - We will complete the title work and provide the title commitment necessary to clear your loan for closing.
• - We will coordinate the scheduling of your closing with all parties.
• - We will draft Notes and Mortgages for family transactions or private loans
• - Our attorneys will conduct your closing and explain all closing documents at the time of execution.
• - We will disburse the closing funds and resolve any post closing issues that may arise.