Loan Setup Checklist

Setup checklist has been refined over a decade of use. Use this checklist with every loan to:

• Avoid costly delays due to file suspensions 
• Ensure documents needed for initial underwriting review are accurate and match 1003
• Document that your processing team is aware of the nuance unique to each file
• Great for new mortgage loan officer training
• Format is both PDF and Word, you will receive both file types and can customize to your system and process requirements
• After purchase you will be able to download immediately; you will also receive an email with link to download