Good morning.
Here's your workspace. Select a tool to get started.
—
Contact Sheets
—
Disclosures Ready
—
Files Submitted
—
Appraisals Ordered
Transaction Contact Sheet
Capture all key contacts for a transaction — borrower, agents, title, insurance. All required fields enforced.
Required per file
Ready to Disclose
10-point checklist before sending initial disclosures. Every item must be confirmed before submission.
10-point checklist
Ready to Submit
Pre-submission checklist to verify the loan file is complete and ready for underwriting.
11-point checklist
Appraisal Order Form
Submit appraisal orders with property details, access instructions, and rush flag. Tracked from order to completion.
Full order tracking
Transaction Contact Sheet
All fields marked * are required. Complete all sections before saving.
Ready to Disclose
All 10 items must be confirmed before this file can be disclosed. No exceptions.
File Identification
Loan Details
Disclosure Checklist
Progress
0 of 10 complete
1003 Application Complete
Full loan application completed and reviewed with borrower
01
Credit Pulled
Tri-merge credit report obtained and scores reviewed
02
Income Documentation Collected
W2s, paystubs, tax returns, or alternative docs received
03
Asset Documentation Collected
Bank statements or asset documentation verified for down payment and reserves
04
Borrower ID Verified
Government-issued photo ID collected for all borrowers
05
Purchase Contract Received
Fully executed purchase and sale agreement in file
06
Loan Program Selected
Loan type, term, and program confirmed and documented
07
Fees Reviewed
Origination, title, and third-party fees verified and within tolerance
08
Borrower Intent to Proceed
Borrower verbally confirmed intent to proceed with the transaction
09
Rate Locked or Float Strategy Confirmed
Lock confirmed in system or float-down strategy documented and agreed upon
10
✓ Ready to Disclose checklist submitted successfully.
Ready to Submit
Pre-submission checklist. All required items must be confirmed before the file goes to underwriting.
File Identification
Submission Checklist
Progress
0 of 9 required complete
Final 1003 Complete & Signed
All sections complete, all borrowers signed, SSNs verified
01
Credit Report In File
Current tri-merge credit report (within 90 days) uploaded
02
Income Fully Documented
All income sources documented per program requirements, VOE complete
03
Assets Verified
Down payment and reserves documented, large deposits explained
04
Appraisal Ordered
Appraisal ordered through AMC, confirmation number on file
05
Title Ordered
Title search ordered, title company confirmed for closing
06
Homeowner's Insurance Obtained
Binder or declarations page with mortgagee clause received
07
Disclosures Signed & Intent to Proceed
LE signed, intent to proceed documented, 3-day waiting period satisfied
08
Processor Notes Complete
Loan summary, red flags noted, file narrative written for UW
09
✓ Ready to Submit checklist saved successfully.
Appraisal Order Form
Complete all required fields. Orders are tracked from submission through completion.
Borrower & Property
Order Details
Check if this requires expedited turnaround
✓ Appraisal order submitted successfully.