Skip to main content
The Mortgage Firm

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?

By voluntarily using and submitting forms on our website, you are agreeing to receive email messages from The Mortgage Firm during the processing and post the closing of your mortgage loan request. You may receive 5 or more emails per day. These emails are informational in nature regarding the mortgage industry including status updates on any loans you may have with us, information on the market, and marketing emails of potential opportunities for you. You can discontinue receipt of emails any time by unsubscribing or by contacting your loan originator. Click here to read our Privacy Policy.

 



Corporate Office

location

921 Douglas Ave
Suite 200
Altamonte Springs, FL 32714

phone

Phone: (866) 404-1249

Top 10 Mortgage Companies

WHAT OUR CUSTOMERS ARE SAYING