Templates
Real Estate
Mortgage Loan Checklist for Documentation
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Mortgage Loan Checklist for Documentation

1
Collect borrower's personal information
2
Collect income details
3
Verify employment history
4
Document and verify details of other properties owned
5
Approval: Employment and Property Details
6
Collect financial assets information
7
Check borrower's credit history
8
Analyze debt-to-income ratio
9
Prepare loan application document
10
Obtain property appraisal report
11
Approval: Property Appraisal Report
12
Underwrite the loan application
13
Review loan estimate with borrower
14
Approval: Loan Estimate
15
Submit loan for final underwriting approval
16
Prepare closing disclosure statement
17
Complete loan closing procedure
18
Deliver closing documents to borrower
19
Collect loan servicing setup documents
20
Transfer of title and recording of deed