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Galvez Financial Resources
 What information will be needed for the application (and how it's kept private)
Anything you submit over our website is 100 percent, fully secure. And we never, ever share it with anyone except by permission.
Here is a list of the information we will use to submit your loan application.
Three years Federal Tax Returns - personal (all statements & schedules)
Three years Federal Tax Returns - business (all statements & schedules)
Profit & Loss Statement with Balance Sheets - last three years and the interim
The last three months bank statements
Copy of Government issued photo ID
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Other information you will need |
For a real estate or business purchase:
- Copy of the purchase agreement
For a refinance:
- Copy of the original note being refinanced
For a construction loan:
- Construction bid
- Contractor resume
- Construction timeline
- Drawings / Floor plan or Blueprints
For an equipment loan:
- Machinery & Equipment Bid
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