Please review the list below and bring to your appointment the items that pertain to you. If you do not have an item, that is O.K., we can still have our meeting and we will make arrangements to get these items at a later date.
215A Thomas More Parkway
Crestview Hills, KY 41017
Direct Line: (859) 957-0325 -
Fax (859) 957-0230
Toll Free: 866-902-4310
Cell: 859-816-7659
Copyright 2002 - Created by Morse
My owner's got a loan and found a new home for all of us!
LIST OF ITEMS TO BRING TO THE APPOINTMENT:
- Most recent two year history of living addresses along with Landlord or Mortgage Holders name, address and telephone number.
- Two year history of employment. Name of companies, telephone numbers and addresses.
- Most recent paystubs covering the last 30 days of employment.
- W'2s covering the last two years.
- Copies of Federal Tax returns for past two years if self-employed, receive commission, tip, bonus or interest income. Also required if you own rental property for over one year.
- Pension, Disability and Social Security: Current award letters from sources stating amount received and past two years form 1099's.
- Child Support/Maintenance: copy of complete Divorce Decree and Separation Agreement, and one year history of proof it is being received, (printout from County Support Bureau and/or cancelled checks).
- Rental Properties: Copy of signed Lease Agreement. (This is only if you OWN rental properties, not if you are currently renting).
- Names addresses, account numbers and current balances of depositories (banks, savings banks, credit unions, brokerages).
- Last three months statements for the above accounts (must bring copies of all pages of the statements).
- Full descriptions/statements covering the latest 3 month period for all other assets (securities, IRA's, 401K's, profit sharing plans, etc.)
- Address(es), values, tax and insurance information on any property you might own.
- Complete copy of bankruptcy papers including discharge papers if filed under Chapter 7.
- Sales Contract (for people purchasing) with all signatures, (Buyers, Sellers and Agents).
- Picture ID and Social Security Card
- VA - DD214 and Certificate of Eligibility.
- For all KHC Loans (Kentucky Housing Corp) please bring complete copy of three previous years tax returns.
ALSO NEEDED FOR REFINANCES:
* Copy of last settlement statement from when you purchased or last refinanced your home.
* Copy of a property survey if you were given one with your closing package from the title company when you purchased the home.
* Copy of your current mortgage bill, any property tax information and homeowners information.
Directions to The Professional Mortgage Group:
I look forward to our meeting!
-Take I-275 East to EXIT 82 (Turkeyfoot Rd/KY-1303)
-Turn RIGHT coming from I-275 E, Turn LEFT coming from I-275 W
-At the FIRST light turn LEFT onto THOMAS MORE PKWY as if you were turning to go into US Bank. (If you turn at the 2nd light, which is also Thomas More Pkwy, you are on the incorrect street, this is the street that St. Elizabeth's hospital and Thomas More College is on).
-Follow to the stop sign turn right and park.
-Professional Mortgage Group is on the left, 215A Thomas More Pkwy.
APR Mortgage Corporation dba The Professional Mortgage Group
