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Loan checklist

CALL US TODAY: 321.972.9438

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?



Altamonte Springs West

location

921 Douglas Avenue
Suite 108
Altamonte Springs, FL 32714

phone

Phone: 321.972.9438
Fax: 407.650.2882

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