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Loan checklist

CALL US TODAY: (727) 344-3995

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
  • Retirement account statements for the past two months or most recent quarterly statement
  • Credit card account information
  • Auto loan account information
  • Personal loan account information

Ready for the next step?



St. Petersburg

location

5521 38th Avenue N.

St. Petersburg, FL 33710

phone

Phone: (727) 344-3995

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