RESIDENTIAL LENDING

Discover the key to unlocking your dream home throughout the state of Florida with Ozment Mortgage. As attorneys with a passion for property, we're not just mortgage brokers; we're your trusted partners in turning aspirations into addresses. Our expert team understands the unique intricacies of residential financing, ensuring a seamless experience tailored to your needs. Ready to take the first step towards your new home?

Call us today at (561) 689-6720. Your future begins here.

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LOAN DOCS NEEDED

Trust the team at Ozment Mortgage to get you the best rates on your next loan. Our goal is to streamline your experience, and having the following documents ready ensures a smooth start to your residential lending journey. Your dream home is closer than you think.

Financials

Last 2 Years PERSONAL Tax Returns - ALL PAGES

Last 2 Years W2’s (if applicable)

Last 2 Years BUSINESS Tax Returns – ALL PAGES and

Schedules (if applicable)

If Self Employed - YTD Profit and Loss

Income

Last 30 Days of Pay Stubs

Child Support or Alimony - Court Ordered (if applicable)

Social Security Award Letter (if applicable)

Proof of Retirement (if applicable)

Rental Income – Copy of leases – Should show on

Schedule E of Tax Return

Assets

Last 2 Months Personal Bank Statements - ALL PAGES

Checking, Savings, 401k, IRA, Stocks, Ect.

If Self Employed - Last 3 Months of Business Bank Statements - ALL PAGES

Other Docs

Copy of Driver’s License (Clear Copy)

Copy of Social Security Card / Resident Alien

Divorce Decree (if applicable)

Bankruptcy Paperwork (if applicable)

Real Estate Owned - For all property

Copy of ALL recent Mortgage Statements
Copy of ALL Insurance (if not escrowed)
Copy of ALL Tax Bills (if not escrowed)
Copy of recent HOA/Condo Statement (if applicable)

Additional Docs Required If Refinancing

Copy Homeowners Insurance

Copy of ALL Mortgage Statement

Copy of Owner’s Title Policy and Survey

Ready to turn your homeownership dreams into reality? Contact Ozment Mortgage today at (561) 689-6720, and let's get started on your path to the perfect Palm Beach property. Your future home awaits – make the call that makes it happen!