The following documents will be needed for loan approval. If they apply to you please upload.

Documents Needed for Pre-Approval

  • Drivers License
  • Most Recent 2 Years W2's
  • Most Recent 2 Years Tax Returns
  • Most Recent 30 Days Worth of Paystubs
  • Most Recent 2 Months Bank Statements
  • Self Employed - Profit & Loss Statements
  • Self Employed - 2 Years Business Tax Returns
  • Drivers License
  • Most Recent 2 Years W2's
  • Most Recent 2 Years Tax Returns
  • Most Recent 30 Days Worth of Paystubs
  • Most Recent 2 Months Bank Statements
  • Self Employed - Profit & Loss Statements
  • Self Employed - 2 Years Business Tax Returns

In the case of Form/Survey attachments, We make use of Firebase Buckets to store our documents. Each document is stored in a unique location that is generated as a combination of the Location ID and Contact ID. We also attach a UUID to the filename. Only people who have access to the absolute URLs of that given file can access it.

REQUIRED DOCUMENTS LIST

For Multiple Files Per Selection... Select All Documents & Upload At The Same Time

*You’re Not Required To Provide Any Documents Prior To Receiving A Loan Estimate.

Jim Potts

NMLS #227144

Popular

Support

Address

5252 Balboa Avenue, 601a San Diego, CA 92117

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Copyright ©2021 | The Potts Team

Licensed to Do Business | NMLS #227144


This is not an offer to enter into an agreement. Not all customers will qualify. Information, rates and programs are subject to change without notice. All products are subject to credit and property approval. Other restrictions and limitations may apply. Copyright © 2021 |

Synergy One Lending


Corporate | NMLS ID NMLS #1907235

Corporate Address : 5252 Balboa Avenue, 601a San Diego, CA 92117

Corporate NMLS NMLS #1907235 Company Website: https://s1l.com

Jim Potts

NMLS #227144

Popular

Support

Address

5252 Balboa Avenue, 601a San Diego, CA 92117

Social

Copyright ©2021 | The Potts Team

Licensed to Do Business | NMLS #227144


This is not an offer to enter into an agreement. Not all customers will qualify. Information, rates and programs are subject to change without notice. All products are subject to credit and property approval. Other restrictions and limitations may apply. Copyright © 2021 | Synergy One Lending


Corporate | NMLS ID NMLS #1907235

Corporate Address : 5252 Balboa Avenue, 601a San Diego, CA 92117

Corporate NMLS NMLS #1907235 | Company Website: https://s1l.com