Loan Program Checklists

Processors and Loan Officers use checklists to track the documents that need to be submitted for underwriting. These checklists are based on the program requirements and, while their general structure will always be the same, different lenders and programs use different templates.

Context: Identifying the document.

1. Document title: Submission Checklist, Documents Checklist, FHA Submission Checklist, Conventional Purchase Documents Checklist, etc.

2. Loan type/program, transaction/purpose, and intended occupancy.

Key takeaways: Important information

1. Documentation checklist