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RLF - Application
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Email *
Required
Personal & Financial Information of Applicant(s)
If you are applying through a company/organization, please make sure to list the main contact in addition.
Name(s) of all property owner(s), borrower, co-borrower, main contact if applying as a company/organization *
Project Address *
Owner Mailing Address
Phone *
Email *
Social Security Number or EIN
Date of Birth *
MM
/
DD
/
YYYY
Number & Age of Dependents *
Employment History *
Employer names & position titles for the last 4  years.
Schooling *
Number of years of school completed or degrees received by the borrower & co-borrower (if applicable).
Income Sources
Please list your annual base gross pay with any overtime or bonuses listed separately. List any other additional sources of income if applicable. Send evidence (i.e. pay stub, social security statement, etc.) in supplemental materials.
Annual Base Gross Pay *
Overtime / Bonuses
Other Sources of Income
Assets
Please include the following:

1. Names and addresses of banks with which you have checking and/or savings accounts. Account balances for each account must be included. Also provide copies of your statements from the current, as well as previous two months.
2. A list of all stocks, bonds, and certificates of deposit (list separately) and the current value of each. A list of all personal properties (including automobiles) and the current value of each.
3. Name of retirement fund and amount of your vested interest. Provide a copy of statement.
4. Face amount of all life insurance and the cash value today. Provide the name of the insurance company.
1. Bank Accounts *
Please include bank name and location, as well, as account totals.
2. Stocks, bonds, personal properties ...
Please list of all stocks, bonds, and certificates of deposit (list separately) and the current value of each. A list of all personal properties (including automobiles) and the current value of each
3. Retirement
List your retirement assets.
4. Life Insurance
Please list the amount of all life insurance and the cash value today. Provide the name of the insurance company
Liabilities *
Provide a list of all debts including installment debts such as furniture, car loans, and charge accounts such as BestBuy, Nordstrom, etc. Provide the account number for each, the months remaining to pay, the amount of the monthly payment, and the balance owed as of today.
Housing Expenses
1. A list of current housing expenses. Include monthly mortgage payment(s), maintenance, and all utilities.
2. Provide the original loan amount on the property, today’s balance of the loan, the monthly payment amount, and the account number, name and address of the lender. Include this information for each mortgage-holder. Provide a current bill or statement.
1. Current Housing Expenses *
Include monthly mortgage payment(s), maintenance, and all utilities.
2. Property Loans *
Provide the original loan amount on the property, today’s balance of the loan, the monthly payment amount, and the account number, name and address of the lender. Include this information for each mortgage-holder. Provide a current bill or statement.
Required Additional Documents
Statement of Property Value:
1. Copy of your real estate tax bill.
2. Copy of an appraisal or purchase agreement for the property that was executed within the previous six months, if available.

Property Insurance:
3. Copy of your insurance policy on the property to be improved with this loan and the name, address, and telephone number of your agent.

Sources of Income:
4. Evidence of income (pay stubs, social security payments, etc.).

Tax Returns:
5. Copy of your income tax returns for the last two years.

Assets:
6. Copies of bank statements from last 3 months.
7.  If applicable,  most recent retirement statement, life insurance with cash value statement or other assets

Housing Expenses:
8. Current bill or statement of mortgage for all properties owned

Bankruptcy:
9. If applicable, a copy of your bankruptcy discharge and petition. Please include the name and address of your attorney.

Divorce Decree:
10. If you are divorced, provide a copy of your divorce decree and separation agreement.


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