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Please contact Capital Assets to confirm which documents are needed for your specific situation! Then, obtain and fill out the necessary paperwork. Finally, send in all data for processing.

Email to info@capitalassetsutahvalley.com
Fax to 1-801-370-9880 or 1-888-226-6476
Mail to 2696 North University Avenue #236, Provo, UTAH, 84604
Deliver to our office.
Call to request pickup

Documentation usually needed in loan process

Signed application (call to complete by phone)
Signed authorization form
Last month worth paystubs
Last 2 years W2’s (or federal tax returns if self employed)
Most recent liquid asset statement (bank, 401K, stock, etc.)
Data on property (address, price, value, square feet, age)
Name and phone number of homeowners insurance agent

Forms available for download (.pdf)

Conventional FHA

1. Application (fillable)
1. Application (fillable)
2. Authorization Form
2. FHA Disclosure Form
3. Disclosure Notice
3. Notice to Homeowners
4. Broker Form (MLOA)
4. HUD-VA
5. Tax form (4506-T)
5. Notice to Homebuyer
6. Appraisal Acknowledgement
6. Identity of Interest Certification
7. Fraud Warning
7. Energy Efficient Mortgage Fact Sheet
8. Utah Purchase Contract
8. Informed Consumer Choice Disclosure Notice

If you are sending any of your data by email, please call to confirm receipt. Then, data can be promptly deleted from mail servers (yours and ours!). Thank you.