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Underwriting check list

1. Preliminary Information

Verify application completeness

Confirm applicant's identity

Assess initial credit report

2. Financial Documentation

Collect income verification (pay stubs, tax returns)

Review bank statements

Assess debt-to-income ratio

3. Property Information

Obtain property appraisal

Review property title report

Check property insurance details

4. Risk Assessment

Analyze credit history

Evaluate employment stability

Consider past loan performance

5. Underwriting Decision

Determine loan eligibility

Identify any conditions or stipulations

Prepare underwriting approval or denial letter

6. Final Review

Ensure all documentation is complete and accurate

Confirm compliance with lending guidelines

Review for any potential red flags

7. Closing Preparation

Coordinate with title company

Prepare closing documents

Schedule closing date and time

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