Get Conventional Submission Checklistdocx

Filling out the Conventional Submission Checklistdocx online is a straightforward process that requires careful attention to detail. This guide provides a step-by-step approach to help you accurately complete the form and ensure all necessary documentation is submitted.

Follow the steps to successfully complete your checklist.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Review the Intent to Proceed section, ensuring you have the UWM Intent to Proceed document, which can be either wet signed or eSigned.
3. Fill out the Uniform Residential Loan Application – 1003. Ensure that the application is dated within the last 30 days. If there are any corrections, be sure to initial them, and include the Loan Officer's NMLS number.
4. Provide a Credit Report and AUS Findings. Ensure the credit report is dated within the last 60 days and that AUS findings are run through the necessary system.
5. If applicable, include a Credit Inquiry Letter of Explanation. This helps clarify any inquiries in your credit report.
6. Prepare a copy of your Driver’s License or another valid form of government-issued identification.
7. If applicable, gather either a Verification of Mortgage (VOM) or Verification of Rent (VOR) documentation.
8. Compile your Income Documentation, including W2s and Paystubs, ensuring they are dated within the last 30 days.
9. If self-employed, include the most recent year’s documentation as per AUS guidelines. Consult the Self-Employed Borrower Best Practices for further assistance.
10. Include Business Tax Returns for the most recent year as required by AUS findings.
11. Attach Bank Statements corresponding to the AUS findings.
12. If applicable, prepare a Purchase Agreement.
13. Gather other necessary documents including Title Commitment, a 12-month chain of ownership, Property Tax information, a Closing Protection Letter, and Wire instructions.
14. Fill out the Loan Estimate. If it is not from UWM, ensure the lender name is left blank.
15. Complete the Fee Itemization Form.
16. Include a 4506-T Transcript of Tax Return.
17. Sign the Borrower’s Certification and Authorization.
18. Review and attach the Privacy Policy.
19. Ensure that all State Specific Disclosures are included as required.
20. Once all sections are completed, save your changes, and you can download, print, or share the completed form.

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