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.

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Synergy Mortgage

1984 Alafaya Trail
Suite 1014
Oviedo, FL 32765

Phone: (407) 359-1255

Email: info@smsorlando.com

Loan checklist

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Mortgage Checklist

If you currently own Real Estate

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Synergy Mortgage

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