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Mortgage Checklist

The following information is usually required during the loan process:

  • Your Social Security Number
  • Current pay stubs, your tax returns and W2 Forms 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
Douglas M. Smith
Vice President
Office: (813) 644-4278 Ext. 104
Cell: (813) 767-4247
Direct: (813) 644-4714
Email: Send Email
MORTgage Calculators
Douglas M. Smith, Vice President
Gershman Mortgage NMLS # 138063
1211 N. Westshore Blvd., Ste 404, Tampa, FL  33607
Office:  (813) 644-4278 Ext. 104
Cell:  (813) 767-4247
Direct:  (813) 644-4714
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