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3-Part Sequence
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1
Part 1 — Loan Details + Docs
2
Part 2 — LO Notes
3
Part 3 — LE, Rate Lock, Final
NXT Processing
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Loan Submission Checklist
Complete all sections before submitting file to processor • Incomplete submissions will be returned to the loan officer
Loan Details
Conventional
FHA
VA
USDA
Non-QM
Jumbo
Other:
Non-QM Type
DSCR
Bank Statement
Asset Depletion
P&L Only
1099 Only
Foreign National
Other:
Loan Purpose
—
Purchase
Refinance
Cash-Out Refi
Occupancy
—
Primary Residence
Second Home
Investment Property
Property Type
—
Single Family (1-4 Units)
Condominium
Cooperative
Manufactured Home
PUD
Town House
Vacant Lot / Land
# Units
AMC Choice
Order Appraisal?
Yes
No
Rush?
Escrows / Impounds
Yes
No
First Time Homebuyer?
Yes
No
Home Buyer Education?
Yes
Non-Borrowing Spouse?
Yes
No
HBE Selected
↗ Freddie Mac CreditSmart
↗ Fannie Mae HomeView
↗ Framework ($75)
Non-Borrowing Spouse Details
NBS Full Name
NBS Email
NBS Phone
On Title / Vesting?
Yes
No
Notes
Documents Checklist — Mark each item IN (received) or NEED (outstanding)
Self Employed?
Yes
No
SE Entity Type
— Select —
Sch C (Sole Prop)
1065 (Partnership)
1120S (S-Corp)
Commission / Bonus / OT?
Yes
IRRRL / Streamline?
Yes
Income
In
Need
2 Yrs W-2s
IN
NEED
2 Yrs Tax Returns (personal)
IN
NEED
2 Yrs Tax Returns (business)
IN
NEED
YTD Paystubs
IN
NEED
End of Year Paystub
IN
NEED
WVOE
IN
NEED
Award Letter
IN
NEED
Assets
In
Need
2 Mos Bank Stmts
IN
NEED
Investment Account Stmts
IN
NEED
Retirement / 401k
IN
NEED
Gift Letter + Docs
IN
NEED
Property
In
Need
Purchase Agreement
IN
NEED
Mortgage Statement
IN
NEED
HOA Cert / Docs
IN
NEED
HOA Dues Statement
IN
NEED
Insurance Quote
IN
NEED
Insurance Declarations Page
IN
NEED
Lease Agreements
IN
NEED
Personal
In
Need
Credit Report
IN
NEED
NBS Credit Report
IN
NEED
ID Copy (Gov. issued)
IN
NEED
VA Certificate of Eligibility
IN
NEED
Other
In
Need
12 Mos Bank Stmts (Non-QM)
IN
NEED
24 Mos Bank Stmts (Non-QM)
IN
NEED
CPA Letter
IN
NEED
Divorce Decree
IN
NEED
IN
NEED
⚠ Outstanding Needs List
0
No items marked as needed yet — mark items above to populate this list.
LO Notes & Special Instructions
Income / Employment Notes
Credit / Liability Notes
Assets / Reserves
Property / Appraisal Notes
Special Circumstances / Rush / Flags
Loan Estimate Details
Monthly Payment (PITI)
Cash Due at Closing
Annual Property Taxes
Homeowners Insurance (HOI)
Loan Coordinator, Pricing & Rate Lock
Lender
LPC or BPC
—
LPC — Lender Paid Comp
BPC — Borrower Paid Comp
Comp %
Lock or Float
—
Lock
Float
Already Locked
Transfer Lock
Lock Days
—
15 Days
30 Days
45 Days
60 Days
Custom...
🔒 Already Locked — verify lock details
Mortgage Broker Actions —
Check yes if you completed any of these actions yourself
Registration
Yes
No
Rate Lock
Yes
No
Disclosures
Yes
No
Lender Loan #
Pricing Screenshot — paste image here
⚠️ Mortgage Broker responsible for locking file with lender
📋 Please transfer lock from loan #
Paste pricing screenshots here (Ctrl+V / Cmd+V) — paste multiple times to add more
Final Checks — LO must confirm before submitting
AUS has been run within the last 24 hours and received Approved / Eligible findings with the subject property address
Fees have been reviewed and confirmed accurate prior to submission
All loan details, borrower information, and document checklist above are complete and accurate
0