Loans

Sarah Chen

Ready
1000123457 · 88 Riverbend Dr, Austin, TX · Refinance
Workflow
Pre-Underwriting Intake
Target
Underwriting
Assigned
Alok Bansal
SLA
6h · 42h left

Ready for Underwriting? · Pre-Underwriting Intake requirements

  • Application (1003)RequiredSatisfied
  • Paystubs — most recent 30 daysRequiredSatisfied
  • W-2 — 2 yearsRequiredSatisfied
  • Tax returns — when self-employed or rental incomeConditionalSatisfied
  • Employment data reconciles (1003 ↔ paystub)RequiredSatisfied
  • Bank statements — latest 2 months, all pagesRequiredSatisfied
  • Appraisal — associated with this loanRequiredSatisfied
  • Property data matches LOSRequiredSatisfied
  • Credit reportRequiredSatisfied
  • Signed borrower authorizationsRequiredSatisfied
  • Package control — every page accounted forRequiredSatisfied

Handoff

Ready

No material intake issue prevents progression to Underwriting.

Delivery mode: Automatic on Ready
Delivery to Underwriting: Delivered

Delivered automatically to Underwriting.