STEVEN KENDIS GRI, MLO, EPRO

STEVEN KENDIS Real Estate

STEVE KENDIS & ASSOCIATES INC
DRE# 00815859
18030 BROOKHURST ST #591
FOUNTAIN VALLEY, CA 92708
NMLS# 331620
(714) 963-1040
(310) 318-2660
Fax: (888) 210-1095



 






Check List

 

  • most recent mortgage statement or coupon
  • 1 month pay stubs
  • last 2 years worth of W2’s
  • insurance declarations page (it has the premium listed) or quote if purchase
  • 3 months most recent bank statements (all pages)
  • most recent asset statements (all pages) – such as 401K, stocks, bonds, life insurance
  • name, address, phone number of present/previous property mgmt co & 12 months cancelled checks if landlord
  • Copy of recent appraisal (if 6 months old or newer)
  • Copy of drivers license or green card (front & back) and social security card (due to the US Patriot Act)
  • phone # to human resources department
  • Tax info

 

If divorced:

  • Copy of divorce decree

 

If self employed:

  • Copy of business license (present and previous years)
  • Business card
  • Letter from CPA stating they have done your taxes as self employed for a minimum of  two years, or letter from you stating you do your own tax returns

 

If you own an investment property:

  • copy of rental agreement
  • two years tax returns

 

If you own a condo or are purchasing a condo:

  • Name of COA, name of property management company, property manager’s name, address, and phone number

 

If you are purchasing property:

  • Escrow company name and phone number
  • Name and phone number of real estate agent

 

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