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Loan checklist

CALL US TODAY: (727) 466-4301

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

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Clearwater

location

2451 N. McMullen Booth Rd
Ste. 306
Clearwater , FL 33759

phone

Phone: (727) 466-4301
Fax: (813) 936-6036

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