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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
William Ginty
Sales Manager
Direct: (561) 389-1582
Fax: (561) 880-8010
Email: Send Email
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William Ginty, Sales Manager NMLS #232732
The Mortgage Firm, Inc.
7251 W. Palmetto Park Road Unit 207, Boca Raton, FL  33433
Direct:  (561) 389-1582
Fax:  (561) 880-8010
wginty@themortgagefirm.com
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