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Mortgage Checklist

The following information is usually required during the loan process:

  • Your 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)
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Contact Information

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Email: info@smsorlando.com
Office: 407-359-1255

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Synergy, Powered by The Mortgage Firm Inc. NMLS #274518
405 Alexandria Blvd #100, Oviedo, FL  32765
Office:  (407) 359-1255
Fax:  (407) 359-1232
vicki@smsorlando.com
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