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Mortgage Checklist

The following information may be required during the loan process.  Your Mortgage Loan specialists will provide you with your personalized checklist upon reciept of your mortgage application.  You may want to start collecting some of the following documents to streamline your mortgage 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)
222 N Main Street, Burlington, IA  52601
Direct:  (319) 753-9100
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