Language
  • English (US)
  • Spanish (Latin America)

  • Submission Form

  • Loan Originator Contact Information

  • Borrower's Information

  • Appraisal Order

  • Lock

  • Rate Lock and Terms

  • Loan Information

  • Loan Details:

  • Loan Program:

  • Property Type

  • Loan Product

  • MI (LTV>80%)

  • Compensation

  • Impounds

  • Occupancy

  • Subordination / UCC Termination

  • Reimburse For:

  • Processing Fee:

  • Escrow Information:

  • Mandatory Checklist for all files:

    • PCF or Complete 3.2
    • Copy of Current Drivers Licenses for all borrowers
    • Credit Report Dated withing 60 days
    • Wet Signature Authorization -Dated on or Before Credit Pull
    • 2 Months Most Recent Bank Statements - All Accounts all pages.

  • Refinance

    • Most Recent Mortgage Statement
    • Current Homeowners insurance Policy

  • Purchase

    • Fully Executed Purchase Contract

  • VA

    • DD214
    • COE

  • Self Employed

    • 2 Year Corp Tax Returns - Federal Only all Schedules
    • 2 Years K1
    • 2 Years Business License
    • 2 Years Personal Federal Taxes - All Schedules
    • YTD Profit an Loss - Signed and Dated

  • Wage Earners

    • 30 Day Most Recent Paystub's
    • 2 Years Federal Tax Return - All Schedules
    • 2 Years W2 (for all employers)

  • If using bank statement for Income:

    • 12 Mo
    • 24 Mo

  • Notes: No income required for IRRRL or Streamline. If your file is FHA, VA or USDA (government loans) and your borrower is married, you must include a non-borrowing spouse credit report and wet signed authorization for the spouse. Please ensure date on auth are before or day of credit pull. JOINT REPORTS WHEN NON-BORROWING SPOUSE IS NOT ON LOAN WILL NOT BE ACCEPTED. They must seperate credit reports!

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