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Document Checklist

Please provide the following documents

  • Driver license or other forms of ID

  • Paycheck Stubs - Most Recent 2 months

  • W2 and 1040 Tax Returns Last 2 years

  • Bank Statement (all accounts) Most recent 2 months

  • Hazard insurance On all Properties Owned

  • Most recent Mortgage Statement for all Properties owned

If Applicable

  • Current HOA statement / Coupon for all properties that are condo or townhome

  • 401k, IRA/Retirement Account Last Statement

  • 1099's / 1120's / 1065's / k1's Last 2 years, if Self Employed

  • Current Rental Agreement for properties currently leased rental properies 

Optimus Funding Inc

58 West Portal Ave #770

San Francisco CA 94127

415-680-8044

solutionsrealty88@gmail.com

Company NMLS# 2488083

Licensed as a Mortgage Broker in California only

NMLS Consumer Access 
Privacy 
Terms of Use
Legal Disclaimer

Affiliated Business Disclosure
 

©2023 by Optimus Funding

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*Approval may be granted in five minutes but is ultimately subject to verification of income and employment, as well as verification that your property is in at least average condition with a property condition report. Five business day funding timeline assumes closing the loan with our remote online notary. Funding timelines may be longer for loans secured by properties located in counties that do not permit recording of e-signatures or that otherwise require an in-person closing, or that require a waiting period prior to closing.

**Refinancing may cause finance charges to be higher over the life of the loan. The FHA Streamline program may have stricter requirements in some states. In order to qualify for the FHA Streamline program, an immediate .5% minimum reduction in interest and mortgage insurance premium is required. Some states may require an appraisal. Rocket Mortgage, LLC; NMLS #3030; www.NMLSConsumerAccess.org. Equal Housing Lender. Licensed in 50 states. For additional information please visit www.rocketprotpo.com/disclosures-and-licenses/ ©2000-2025 Rocket Mortgage, LLC. All rights reserved. Lending services provided by Rocket Mortgage, LLC

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