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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
Jim Cardinal
Branch Manager / Loan Officer / NMLS ID # 31973
Office: (518) 452-9040
Cell: (518) 281-0077
Fax: (518) 602-0647
Toll Free: (800) 448-3200
Email: Send Email
Jim Cardinal, Branch Manager / Loan Officer / NMLS ID # 31973
Syracuse Securities Inc
1881 Western Ave, Albany, NY  12203
Office:  (518) 452-9040
Cell:  (518) 281-0077
Fax:  (518) 602-0647
Toll Free:  (800) 448-3200
jcardinal@ssimortgage.com
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