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Financial Readiness Checklist
The following list will help you identify the types of information a banker will need to make an informed decision about your business.
Three years income tax and financial statements
Year-To-Date Profit & Loss and Balance Statement
Personal Finance Statements
Projected Cash Flow Statements for next 12 Months
Pro Forma for next 12 Months/Length of Loan
Federal and State Taxes Information
Collateral Sheet
Well Written Business Plan
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Mortgage Information
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Market News
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Markets and Economy
Market Snapshot
Economic Calendar
Market Commentary
Market Newsletter
Mortgage Terminology
Economic Terminology
Full Secure 1003 Application
Quick Secure Application
PDF 1003 Application Download
Request an Application
After The Mortgage Application
Speed Up The Mortgage Process
Escrow Account Basics
Mortgage payment calculator
Mortgage principal calculator
Should I buy or rent?
Debt consolidation calculator
How much income to qualify?
Should I refinance?
How much can I afford?
Mortgage length calculator
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14081 Yorba Street, Suite 236, Tustin, CA 92780
Phone: 714.245.9150 Fax: 714.245.9159
