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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)
JD Financial Services
850 NW Federal Highway, Stuart, FL  34994
Office:  (772) 403-8153
jhecht@jdfinancialservices.com
Copyright © 2018 NMLS #192610 (www.nmlsconsumeraccess.org); Corporate Office: 850 NW Federal Highway Stuart, FL 34994. JD financial Services Inc. conducts business in the following states. Licensed under the California Department of Business Oversight under the California Finance Lenders Law; Licensed by the New Jersey Department of Banking and Insurance; CT, FL, ME. NY (Registered Mortgage Broker - NYS Banking Dept. Loans arranged thru third party providers.) Not all products and options are available in all states. Terms subject to change without notice. JD Financial Services, Inc. DBA MODERN SENIOR CAPITAL. CALIFORNIA and NY Business name is: JS MECHANIC SERVICES.

Website authorization by NYS Department of Financial Services pending. Until this website is authorised, no mortgage loan applications for properties located in New York will be accepted through this site.
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