Items for Loan Application


Buyer’s Checklist of Items for Loan Application

__ Personal Tax Returns for last three years

__ Corporate Tax Returns (if applicable) for last three years

__ Secure Copy of Credit Report      or similar website

__ Copies of Current Bank Account Statements

__ Resume / Curriculum Vitae

__ Financial Statement (list of assets and liabilities)

__ Copy of Professional license; driver’s license and DEA certificate

__ Ideas for Marketing / Promotion Plan

Should you have any questions on this or other materials, please feel to contact Lou Bermudez at (818) 999-9595.

Click here to view the full list of forms.