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Investment Home Loans – Documentation checklist

This is the Current Typical Loan Documentation to begin a Investment Home Loan Application:

Borrower Sponsor details we typically need to learn more:

§  Copy Of Mortgage Statement (s) and Notes

§   Zip code of Rental(s)

§   Purchase or REFI?

§  Resume or simple summary of Investment Property experience/

§  Schedule of RE owned

§  Online Loan Application and credit score info

§  Project summary may be needed

§  Exit Strategy feedback

§  Borrower details- Entity

§  Income Documentation, Assets and a Personal Financial Statement typically at some point.

 If you seek to learn more loan details, pricing or have a loan request quickly reviewed, simply click here.  

To reach our office direct, please use 866-310-1112 and we will also get right with you!

Thank you!

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Loan Officer NMLS #347918 CA DRE # 01146347

Trinity Mortgage NMLS #281763 CA BRE 01855258

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Dan Cassel - Trinity Mortgage
11622 El Camino Real
San Diego, CA 92130

Number:
(866) 310-1112

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