Loan Forms

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Loan Documentation Checklist

Loan Application

Credit Authorization

Information Disclosure Authorization

Equal Credit Opportunity Act Notice

Appraisal Disclosure

Appraisal and Credit Fee Disclosure

Mortgage Loan Origination Agreement

Servicing Disclosure Statement

Schedule of Real Estate Owned - (If applicable)

Gift Letter - (If applicable)

Purpose of Refinance - (Refinances only)

Customer Identification Notice

4506 Tax Request Form

Loan Form Package - (All forms listed above in a .zip file)

California Dept. of Real Estate, Real Estate Broker
License #01174694 DRE Phone Number 916.227.0931


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