Mortgage Loan Officer Application Checklist
1. Personal Information
- Provide your first, middle (if applicable), and last name.
- Ensure the name matches your identification documents.
- Use the name that is on your Social Security card.
- List your current residential address including city, state, and ZIP code.
- Include previous addresses in chronological order for the last two years.
- Provide dates of residence for each previous address.
- Provide your primary phone number including area code.
- Ensure the number is active and you can be reached.
- Specify if it is a mobile or landline number.
- Provide a valid and frequently checked email address.
- Ensure it is professional in nature.
- Check for any typos before submission.
- Provide your date of birth in MM/DD/YYYY format.
- Ensure it matches your identification documents.
- This may be used for identity verification.
- Provide your complete Social Security number.
- Ensure accuracy to avoid processing delays.
- This information is sensitive; handle securely.
- Indicate your current marital status (e.g., single, married, divorced).
- If married, provide your spouse's name (if required).
- This may affect your financial assessment.
- Indicate how many dependents you have.
- Include children and any other dependents.
- This may impact your financial profile.
- Specify your citizenship status clearly.
- Provide documentation if required.
- This may affect loan eligibility.
- Indicate how you prefer to be contacted.
- Choose from options such as phone or email.
- Ensure the method is reliable.
- Provide the name of your emergency contact.
- Specify their relationship to you.
- Include a reliable phone number for them.
- Provide your driver's license number.
- Specify the state that issued the license.
- Ensure it matches identification documents.
- List any previous names or aliases used.
- Provide documentation if necessary.
- This helps in verifying your identity.
- Provide links to any relevant professional profiles.
- Ensure profiles are up-to-date and professional.
- This can provide additional context to your application.
Use in Manifestly