Submission
Checklist
To ensure the timely submission of the file to the lender all broker packages must provide the minimum items. Listed below before disclosing:
- Submission Form for Loan Processing Checklist
- LOS File
- Borrowers Authorization
- Credit Report
- Purchase Contract – If Purchase
- Pay Stubs for all borrowers covering 30 days
- Last 2 years W2’s and/or 1099’s for all borrowers
- Last 2 years personal and business tax returns signed – If Self Employed
- Last 2 months bank statements for all accounts used for the transaction
- Copy of Driver’s license
- Copy of Social Security card
Other Documentation
- Mortgage Statement – If Refinance
- Survey & Elevation Cert – If Refinance
- Current Homeowners Insurance – If Refinance
- Current Profit & Loss – If Self Employed
- Award Letters – Social Security, Retirement, Military, etc.
- Divorce Decree
- Child Support Documentation
- Copy of Earnest Money Deposit Check – Front & Back
- VA Certificate of Eligibility
- DD-214