Loan Forms

For a quick assessment of your loan qualifications, please Apply Online. Alternatively, you can download and print our three required documents (PDF format):

1) Application Checklist
2) SFMG Application
3) Disclosures

Loan Checklist

Here is a list of documentation that our lenders generally require. Please gather this documentation and send it back to us along with your completed application and disclosures. See below for methods of sending.

  • Original completed loan application with all disclosures attached
  • Copies of 2012 and 2011 Federal Tax Returns (all pages)
  • Copies of 2012 and 2011 W‐2’s (if salaried)
  • If you own more than 25% of a company, please provide us with your last two years of business tax returns
  • One month of pay‐stub’s (if salaried)
  • Copies of your last two months statements from all asset accounts (checking, savings, 401ks’s etc…), please remember to include all pages
  • Copy of Driver’s License
  • Copy of current mortgage statement (if applicable)
  • Copy of note for secondary financing (if applicable)
  • Name, Address and telephone number of your landlord covering the last two years of residency ( if applicable)
  • If your property is currently under any construction please contact us right away

How to send us this information once you have everything gathered: