Get Conventional Loan Submission Checklist - Union Home Mortgage

Filling out the Conventional Loan Submission Checklist is an essential step in the mortgage application process. This guide provides clear, step-by-step instructions on how to complete the form online, ensuring that all necessary information is provided accurately.

Follow the steps to complete the checklist effectively.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by entering the broker's name along with the loan officer's name and email address. This identifies the point of contact for the loan process.
3. Next, fill in the names and emails for the borrower, co-borrower, and any non-borrower involved in the transaction. For the non-borrower, you may include a spouse if applicable.
4. Provide the loan number, loan program, loan amount, sales price, appraised value, property type, and occupancy details. This information is crucial for processing the loan.
5. Identify required disclosures by checking off the relevant boxes. Ensure that you include all necessary documents mentioned in this section to avoid delays in the process.
6. Prepare documentation that confirms DU findings, verify initial applications, and collect recent pay stubs, tax returns, and bank statements from all borrowers.
7. Lastly, review all provided information and save your changes. You can choose to download, print, or share the completed form as needed.

Take the next step in your mortgage process by completing the Conventional Loan Submission Checklist online today.