Pre-loader logo

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.

IF YOU CURRENTLY OWN REAL ESTATE

  • Mortgage account information.
  • Home insurance policy information.
  • Home equity account information (if applicable).

Ready for The Next Step? Give Us a Call

DAYTONA BEACH BRANCH

Location marker

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

Fax

Fax: (1-386) 530-7049

Top review

WHAT OUR CUSTOMERS ARE SAYING

GET STARTED
TODAY!