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Information Checklist

Brokers/Consultants you can assist your client with the following.

To start the application process We will need to have on hand the following information about the borrower and any co-borrower:
Borrowers should have:
  • Social Security Number
  • Date of Birth
  • Email address
  • Home phone number
  • Current address
  • Previous address if you've been in your current residence for less than two years.
  • Name and address of your employer
  • Name and address of your previous employer if you've been at your current jobfor less than two years.
  • Gross income amount, including secondary income sources, if applicable (Alimony, child support, or separate maintenance agreements need 
    not be revealed if you do not wish to have that income considered).
  • Asset information, including the value of your banking, investment, retirementand other accounts
  • Current expenses, including housing, credit card and loan payments, child support, and other obligations.
  • Current obligations
  • Current market value of your primary residence, if you own it.

Purchase borrowers also should have:
  • Estimated down payment amount
  • Year home was built
  • Estimated purchase price
  • Address of property you're purchasing
  • Estimates of annual property tax, hazard insurance, and any homeowner association dues on the new property.
  • Borrowers can supply this information soon after a purchase contract is signed.

Refinance borrowers also should have:
  • Year home was purchased
  • Original home purchase price
  • Total outstanding balance of all loans secured by the property
  • Estimated property value
  • Amount of money you'd like to borrow


To save on application fees please provide a copy of a recent credit report and current appraisal on the property ( Last 30 Days) 

Please scan and email all paperwork to documents@apluscapitalinvestments.com
Sorry we are no longer accepting faxed paperwork