Checklists

This section allows you to access the various checklists need at application.

HELOAN Checklist HELOAN Checklist
Checklist of Materials needed at Loan Application for those Borrower(s) who are looking to add a Fixed 2nd Mortgage to Residential Real Estate.

File Name: HELOANChecklist.pdf
File Size: 21.3 KB
HELOC Checklist HELOC Checklist
Checklist of Materials needed at Loan Application for those Borrower(s) who are looking to add a Variable 2nd Mortgage to Residential Real Estate.

File Name: HELOCChecklist.pdf
File Size: 21.3 KB
Pre-Approval Checklist Pre-Approval Checklist
Checklist of Materials Borrower(s) need to provide prior to a Pre-Approval Letter can be issued

File Name: PurchaseChecklist_PreApproval.pdf
File Size: 21.4 KB
Purchase Checklist - Full Documentation Purchase Checklist - Full Documentation
Checklist of Materials needed at Loan Application for those Borrower(s) who are looking to Purchase Residential Real Estate.

File Name: PurchaseChecklist-FullDoc.pdf
File Size: 20.8 KB
Purchase Checklist - Streamline Purchase Checklist - Streamline
Reduced Checklist of Materials needed at Loan Application for those Borrower(s) who are looking to Purchase Residential Real Estate.

File Name: Purchasechecklist-Streamline.pdf
File Size: 20.8 KB
Refinance - Cash Out - Full Documentation Refinance - Cash Out - Full Documentation
Checklist of Materials needed at Loan Application for those Borrower(s) who are looking to Refinance Residential Real Estate and use Available Equity to Receive Additional Funds at closing and/or Consolidate of a 1st, 2nd and/or 3rd Mortgage that were not obtained simultaneously at purchase.

File Name: CashOutRefinanceChecklist-FullDoc.pdf
File Size: 21.5 KB
Refinance - Cash Out - Streamline Refinance - Cash Out - Streamline
Reduced Checklist of Materials needed at Loan Application for those Borrower(s) who are looking to Refinance Residential Real Estate and use Available Equity to Receive Additional Funds at closing and/or Consolidate of a 1st, 2nd and/or 3rd Mortgage that were not obtained simultaneously at purchase.

File Name: CashOutRefinanceChecklist-Streamline.pdf
File Size: 21.5 KB
Refinance - Debt Consolidation - Full Documentation Refinance - Debt Consolidation - Full Documentation
Checklist of Materials needed at Loan Application for those Borrower(s) who are looking to Refinance Residential Real Estate and Available Equity to pay off Liabilities owed Identified on Loan Application.

File Name: DebtConsolidationRefinanceChecklist-FullDoc.pdf
File Size: 21.6 KB
Refinance - Debt Consolidation - Streamline Refinance - Debt Consolidation - Streamline
Reduced Checklist of Materials needed at Loan Application for those Borrower(s) who are looking to Refinance Residential Real Estate and Available Equity to pay off Liabilities owed Identified on Loan Application.

File Name: DebtsConsolidationRefinanceChecklist-Streamline.pdf
File Size: 21.6 KB
Refinance - No Cash Out - Full Documentation Refinance - No Cash Out - Full Documentation
Checklist of Materials needed at Loan Application for those Borrower(s) who are looking to Refinance Residential Real Estate and Payoff Existing 1st and/or a 2nd mortgage(s) that were obtained simultaneously at purchase.

File Name: NoCashOutRefinanceChecklist-FullDoc.pdf
File Size: 21.4 KB
Refinance - No Cash Out - Streamline Refinance - No Cash Out - Streamline
Reduced Checklist of Materials needed at Loan Application for those Borrower(s) who are looking to Refinance Residential Real Estate and Payoff Existing 1st and/or a 2nd mortgage(s) that were obtained simultaneously at purchase.

File Name: NoCashOutRefinanceChecklist-Streamline.pdf
File Size: 21.4 KB