To download a loan application, click on the appropriate link below. (You will need Adobe Acrobat Reader to view the applications. Acrobat Reader is available free from Adobe. 
)
| Uniform Residential Loan Application | 153K | DOWNLOAD |
| The Housing Financial Discrimination Act. Fair Lending Notice | 110K | DOWNLOAD |
| Mortgage Loan Disclosure Statement/ Good Faith Estimate | 116K | DOWNLOAD |
| Additional Required California Disclosure | 109K | DOWNLOAD |
| Credit Authorization | 28K | DOWNLOAD |
| Mortgage Broker Fee Disclosure | 90K | DOWNLOAD |
You can also receive a loan application by calling us on the phone at (650) 325-5700.
What you will need to provide:
If you are a self-employed borrower (you file a Schedule C to report income or if you own 25% or more of the company you work for, including partners of law forms):
- The last two years personal tax returns
- A current year-to-date profits and loss statement
- Two months statements on accounts with assets (checking, savings, stocks, IRA, 401K, etc.)
If you are a partner and own 25% or more of the company you work for, please include the following:
- The last two years tax returns for the Partnership or Corporation
- A year-to-date profit and loss statement for the company
Salaried or Hourly Waged Borrowers:
- Last two years W-2 forms
- Last two pay stubs
- Two months statements on accounts with assets (checking, savings, stocks, IRA, 401K, etc.)
If you own rental properties or have additional income through partnerships or investments, we will also need the following items:
- Last two years tax returns
- Any K-1s reported on Schedule E
- Rental agreements
