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Mortgage Checklist

The following information is usually required during the loan 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)
Contact Information

James Whitfield II
Loan Officer
(319) 832-1359

NMLS#: 18221
Iowa License #: 19322

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James Whitfield II, Loan Officer
Universal Lending Corporation
375 Collins Road NE, Suite 103, Cedar Rapids, IA  52402
Direct:  (319) 832-1359
Copyright © 2020 Universal Lending Corporation NMLS#2996

James Whitfield II NMLS#: 18221 Iowa License #: 18221
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