Contact - Greg Knoll

To contact Greg Knoll regarding any inquiries, please complete the form below:

Borrower Information

Name

First

Last

Email

Phone Number

Property Address

Property Address

Address Line 1

City

State

Zip Code

Loan Information

Loan Amount

Value / Sales Price

Transaction Details

Type of Transaction

Property Type

Property Type

All Files

To Upload Files: Drag files from your computer one by one onto into the empty space for each form and release.

Or, select the "Browse Files" and you can upload multiple files at once. Files that are successfully uploaded will show a green progress bar.

Signed Loan Application

Signed Loan Application

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Borrower Authorization Form

Borrower Authorization Form

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Copy of Driver's License

Drivers License

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Salaried Applicants

Complete Paystubs

Complete Paystubs

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2023 W2'S

2023 W2'S

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2024 W2'S

2024 W2'S

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2023 SIGNED FEDERAL TAX RETURNS

Include all Schedules and Pages

2023 SIGNED FEDERAL TAX RETURNS WITH ALL SCHEDULES/PAGES

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2024 SIGNED FEDERAL TAX RETURNS

Include all Schedules and Pages

2023 SIGNED FEDERAL TAX RETURNS WITH ALL SCHEDULES/PAGES (copy)

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2025 SIGNED FEDERAL TAX RETURNS

Include all Schedules and Pages

2025 SIGNED FEDERAL TAX RETURNS WITH ALL SCHEDULES/PAGES

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Self Employed Applicants

2023 SIGNED FEDERAL TAX RETURNS

Include all Schedules and Pages

2023 SIGNED FED TAX RETURN (ALL PAGES)

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2024 SIGNED FEDERAL TAX RETURNS

Include all Schedules and Pages

2024 Signed Federal Tax Return with All Schedules/Pages (All Pages)

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2025 SIGNED FEDERAL TAX RETURNS

Include all Schedules and Pages

2025 SIGNED FED TAX RETURN (ALL PAGES) (copy)

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Miscellaneous Documents

COPIES OF K1'S (2023)

K1 Documents (2023)

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COPIES OF K1'S (2024)

K1 Documents (2024)

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Assets

CHECKING/SAVINGS

Copies Of Bank Statements For Past 2 Months (All Pages)

Checkings/Savings Statements for Past 2 Months (All Pages)

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GIFT FROM FAMILY

Gift Letters From Donor & Verification Of Source (Bank Statements)

Gift Letters From Donor & Verification Of Source (Bank Statements)

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STOCK BROKERAGE OR MONEY MARKET STATEMENTS

Statements From The Past 2 Months (All Pages)

Stock Brokerage or Money Market Statements

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RETIREMENT ACCOUNTS

Past 2 Months Or 1 Quarter (All Pages)

Retirement Accounts

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Property Documentation

HOMEOWNERS INSURANCE POLICY - DECLARATIONS PAGE

Annual Premium, For All Properties Owned

Homeowners Insurance Policy - Declarations Page

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COPY OF NOTE FOR 2ND

(If Subordinating Current 2nd Trust Deed)

Copy of Note For 2nd - if Subordinating Current 2nd Trust Deed

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HOA CONTACT INFORMATION

In Order To Obtain Certificate, Insurance & Budget

HOA Contact Information - In Order To Obtain Certificate, Insurance & Budget

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MORTGAGE STATEMENTS

Copies Of Current Mortgage Statements For All Properties Owned

Mortgage Statements

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COPY OF TRUST AND/OR TRUST CERTIFICATE

Copies Of All Trust Documents And Trust Certificates

All Trust Documents and Trust Certificates

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LEASE AGREEMENTS

Copies Of Lease Agreements For All Rental Properties Owned

Lease Agreements

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Agreement to Terms

Do not make any significant financial purchases during the loan process.

A final credit check will be performed prior to close; there cannot be adverse items at this time. No credit purchases – borrower cannot obtain any new debt previously undisclosed.

Please do not make any changes in employment if possible. Additionally, pleaase do not make any movement of assets during the loan process.

Signature & Consent

Checkboxes

Agree to Terms *