Preferred Realty Partners

Borrower Checklist

The following items are critical to your California jumbo or super-jumbo loan being completed in a timely manner. Please provide all of the docments that apply to you:
24 hour Toll-Free Fax (866) 651-6242

  • W-2 forms for the past 2 years
  • Most recent paycheck stubs covering the last 30 days

  • Personal and business tax returns for the past 2 years with all schedules

  • Last 3 months statements for all retirement, investment and bank accounts

  • Property addresses of all real estate owned

  • CPA Letter/Business license for self-employed borrowers



    Preferred Realty Partners, LLC offers mortgages in Ventura County, Los Angeles County, and throughout the state of California. Julie Cline is licensed by the CA Department of Real Estate DRE# 01743818 NMLS# 205121

    If you have any questions about California jumbo loans, California super-jumbo loans, California jumbo conforming loans, FHA jumbo loans or financing California luxury homes, feel free to contact Julie Cline at 866-599-8480 or on the web at http://www.preferredrealtypartners.com.

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Julie Cline
Principal Broker
Julie Cline

Cell: 626-905-3345
Toll-Free: 866-599-8480
Fax: 866-480-1624
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