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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
Sarah Hidy
Branch Manager
Cell: (954) 729-4968
Office: (321) 701-0441
Fax: (321) 728-9970
Email: Send Email
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Sarah Hidy, Branch Manager NMLS #198070
The Mortgage Firm, Inc.
8195 N. Wickham Rd, Melbourne, FL  32940
Cell:  (954) 729-4968
Office:  (321) 701-0441
Fax:  (321) 728-9970
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