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Loan Origination Checklist

Mortgage Broker Coastal Funding Corporation in Pensacola, Florida and Charleston, South Carolina

All Mortgage Options

 - Point or Fannie 3.2 file
- Submission Sheet
- Disclosures
- 1003 – All pages signed and dated
- Broker Fee Agreement
- Borrower(s) Authorization
- Credit Score Disclosure
- Disclosure Notice – Signed in all three sections
- ECOA Patriot Act
- Privacy Policy Disclosure Right to Receive Appraisal Servicing Disclosure 

– Both pages Signed 4506-C
- Income Docs
- 2 current paystubs

- 2 Years w2’s or 1099’s
- Tax Returns for Self Employed Borrowers
- Award Letters
- Asset Documents
- Current 401k statement
- Last 2 months bank statements 

- Drivers License
- Social Security Card
- Attorney / Insurance Preference Form (South Carolina)

- Mortgage Broker Agreement

Mortgage Broker Coastal Funding Corporation in Pensacola, Florida and Charleston, South Carolina

FHA Loans

 - Disclosures
- Amendatory Clause / Real Estate Certification (Purchase Only)
- Consumer Choice Disclosure
- Home Inspection (Purchase Only)

- HUD Appraised Value
- Identity of Interest (Purchase Only) 

if you have questions, we have answers.

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Equal Housing Lender. © 2004-2020 Coastal Funding Corporation Inc. NMLS: 103035 Trade/service marks are the property of Coastal Funding Corporation Inc. or their respective affiliates and/or subsidiaries. Some products may not be available in all areas. This is not a commitment to lend. Restrictions apply. All rights reserved. Terms and Condition Apply.

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