Get Funding Request Form And Loan Submission Checklist - Chase B2b

Filling out the Funding Request Form And Loan Submission Checklist for Chase B2B can seem complex, but this guide is here to assist you every step of the way. By following these clear instructions, you will successfully complete the form and ensure all necessary information is submitted accurately.

Follow the steps to complete the form seamlessly.

1. Click ‘Get Form’ button to access the form and open it in the editing interface.
2. Begin by entering your Correspondent Name and C-Code in the designated fields. This identifies your organization and system code.
3. Input the Chase Loan Number and Correspondent Loan Number accurately to maintain proper tracking of the loan application.
4. Fill in the Commitment Number, Mortgagor Name, and the Contact Name alongside their Telephone and Fax Numbers.
5. Add the Product Description, specifying the type of loan (e.g., Fannie Mae - 30-year fixed) unless it is a Mandatory loan.
6. Enter the Primary Borrower’s Email Address in the provided field to ensure efficient communication.
7. Indicate any Special Features of the loan by checking the appropriate boxes, which may include options like 'DU Refi Plus No MI'.
8. Complete the Underwriting Method section as required on all MyCommunityMortgage and Home Possible loans.
9. Provide any applicable Buydown Options and MI Options by checking the relevant boxes.
10. Move to the Credit File Submission Checklist section and fill in details about your Correspondent Underwriting Contact Person, including their Telephone, Fax, and Email.
11. Ensure you have checked all Required Loan Documents that apply to your submission and mark them accordingly.
12. After completing the form, you can save your changes, download, print, or share the form as needed.

Begin completing your Funding Request Form and Loan Submission Checklist online today!