Skip Navigation Documents in Portable Document Format (PDF) require Adobe Acrobat Reader 5.0 or higher to view,download Adobe® Acrobat Reader.
Clear Lake Bank & Trust


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