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Clear Lake Bank & Trust

641.357.7121

Couple signing paperwork

Mortgage Checklist

Whether you're buying your first home or your last, we'll need a few things from you to get started: 
 

  • Personal information including your Social Security Number and date of birth

  • Income information (pay stubs, tax returns, W-2 forms)

  • Name and phone number for homeowner’s insurance agent

  • State issued photo ID


If you already own real estate, we'll also need:

  • Mortgage account information

  • Home insurance policy information

  • Home equity account information