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Real Estate Borrowers Checklist

All Loans

Fixed Rate Loans (additional items needed)

Construction Loans (additional items needed)

  • Evidence of Builders Risk Insurance Coverage (prior to closing)
  • Building Plans
  • Completed Construction Cost Breakdown

Home Equity Lines of Credit

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Financial Information Needed

  • Personal Tax Returns (1 year or 2 years if self-employed)
  • Current Pay Stubs (1 month)
  • Checking, Savings and Retirement Account Statements (most recent 2 months)

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