Loan Submission Checklist

Complete every section before you submit the file to processing. Incomplete submissions are returned to the loan officer.

Loan Details

Loan program

Loan & property

Loan purpose

Occupancy

Property type

# Units

Lead provided by

Margin

Borrower

Escrows / impounds

First-time homebuyer

Homebuyer education

Non-borrowing spouse

Credit report paid by

Vesting

Documents

Mark each item In (received) or Need (outstanding)

Income profile

Self-employed

SE entity type

Commission / bonus / OT

IRRRL / streamline

Outstanding needs 0

Nothing marked Need yet. Items you mark Need above are listed here.

LO Notes & Special Instructions

You can paste screenshots into any note

Income / employment

Credit / liabilities

Assets / reserves

Property / appraisal

Special circumstances / rush / flags

Loan Estimate

Monthly payment (PITI)

Cash due at closing

Annual property taxes

Homeowners insurance

Lender, Pricing & Rate Lock

Lender

LPC or BPC

Comp %

Lock or float

Lock days

Appraisal

AMC choice

Order appraisal

Appraisal payment

Mortgage broker actions

Completed by you?Mark Yes for anything you already did yourself

Registration

Rate lock

Disclosures

Lender loan #

Pricing screenshot

Final Checks

Confirm all three before submitting

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