Loan Review

Our goal is to service each client, by assuring that we have considered all possibilities to approve every possible loan and only moving forward with hard credit inquiries when we have performed due dilligence. This also provides us with tracking to assure that proper statuses and future follow up is performed on each lead, including triggering Credit Boomerang.
Senior Loan Officers: Please do not perform hard credit pulls (tri-merges) until completing this form.
After submission, a Loan Analyst will be assigned to review your loan and provide you with feedback. The Loan Review Team is available between 10am and 8pm (EST) Mon-Thurs and 10am - 5pm ETS on Fridays
We will work to review your loan as quickly as possible.
(Max 24 Hours)
General Information

Preliminary Due Diligence

Loan Fits Matrix? * 🛈

Internal Checklist

These are the preliminary steps that should be completed in DropBox and Loanzify. Please review and use this checklist to assure that files were properly packaged. To assure that we provide you with quick turnaround and accurate feedback, we cannot review files without the following necessary components. 
Refi Worksheet Completed * 🛈
Current Mortgage Statement * 🛈
LQB File Set-Up *
Credit Authorization(s) in LQB *
E1 Income Worksheet in Dropbox *
Income Docs in Dropbox *

Product Preferences

Intended Source(s) of Down Payment: *
Grants Needed? *