Submission Requirements

  • 1003 (borrower Loan Application)
  • Credit Report
  • Signed Credit Authorization
  • Photos of Property or *Appraisal if available (Approved CWFI Appraisers Only)
  • Current Mortgage Statement for subject property
  • Hazard Insurance declaration page
  • Statement of Information
  • 3 months bank statements (all pages)
  • 2 years Tax Returns (if requested; all pages)
  • Trust, LLC, or Corporation documentation
  • Cost Breakdown
  • Contractor’s License (for Rehab loans)
  • Preliminary Title Report (if available)
  • W-9
  • Broker’s License (actual) and W-9 (if representing a borrower)

 

 

* If not being represented by a Broker currently, please contact a loan originator for a pre-qualification.

 

* Please note: We use in-house Escrow for all refinance transactions.

 

* All non-approved appraiser require appraisal review (C.O.D.)

 

 

 

 

 

 

Real Estate Broker - CA Dept. of Real Estate - License #00658654


California Western Financial Investments, Inc. 3351 Cerritos Avenue Los Alamitos, CA 90720
Phone: Fax:

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