The Mortgage Firm Florida Mortgage Specialists
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Loan checklist

Mortgage Checklist

The following information is usually required during the loan process:

  • Social Security number.
  • Current pay stubs or, if self employed, your tax returns for the past two years.
  • Bank statements for the past two months.
  • Investment account statements for the past two months.
  • Life insurance policy.
  • Retirement account statements for the past two months.
  • Make and model of vehicles you own and their resale value.
  • Credit card account information.
  • Auto loan account information.
  • Personal loan account information.

Ready for The Next Step? Give Us a Call

Daytona Beach Branch

location

4645 S. Clyde Morris Blvd. Suite 409
Port Orange, FL 32129

phone

Phone: (386) 756-0301

cell phone

Cell: (386) 679-7436

fax

Fax: (1-386) 530-7049

email
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