Mortgage Checklist

The following information is required, as applicable: 

  • Your social security number 
  • Last 30 days of pay stubs showing year-to-date earnings 
  • Federal Tax Returns and W2's from the past two years 
  • Include all pages, including blank, of the following documents:
    ~ Bank statements for the past two months
    ~ Most recent 401(k), 403(b), IRA, investment account, cash value life insurance policy, if applicable. 
  • 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)

Loan Help

Contact information:
  • Cleveland: 920.693.8256
  • Howards Grove: 920.565.6000
  • Toll Free: 866.321.9854
  • Email: