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LOAN PROCESSING SUBMISSION FORM

Welcome to MyLoanAssistant.com. We are ready to assist you. Getting started is easy. Follow these simple steps.

1. Complete form below. 2. Attach this form and checklist as a cover sheet with your submission. 3. Email your
submission package with a pcf or fnm/ DU 3.2 file to submission@myloanassistant.com. If the loan is submitted well,
our turn times are 24-48hrs. Let’s close this deal!
Submission Date:
_______________________________
Broker Information………………………………………………………………………………………………………………………………………………….nn
Company
_________________________________ Loan Officer ____________________________________
Phone
_________________________________ Email
____________________________________
Your NMLS# _________________________________ Company NMLS#_________________________________
Borrower Information………………………………………………………………………………………………………………………………………………
Borrower Name
____________________________Borrower Email___________________________________
Co-Borrower Name
____________________________Co-Borrower Email________________________________
Property Information……………………………………………………………………………………………………………………………………………….
Property Type
Property Address ____________________________________________________
 SFR
____________________________________________________
 PUD
City _______________________________________State_________
 Condo (1-4)
Zip ______________County________________________________
 Condo (5+)
 Site Condo
 Units #____
Rental Information (If Borrower is currently renting)
……(……………………………………………………
Landlord Name_______________________________________ Phone Number__________________________
Email _______________________________________________
Loan Information………
Loan Purpose
 Rate/Term Refi
 Cash Out Refi
GFE

Borrower Paid
Lender Paid

Type of Loan
 Conv
 FHA
 VA
Vendor Information………

………………………………………………………………………………………………………………………………………
Occupancy
 Owner Occupied
 2nd Home
 Non-Owner

Appraised Value _______________________

Impounds
 Yes
 No

Compensation% or $_______________Type of Loan_________________________

Lender Name___________________________ Program______________________
Rate_________ Locked?Y/N

Yield Spread_______________________________

Contact Person______________________________Phone___________________
Email_______________________________________________________________
Website___________________________________Login Info_________________

……………………………………………………………………………………………………………………………………

ESCROW INSURANCE COMPANY:
Escrow Co. Name:________________________________ Address:_________________________________
Contact Person:___________________________ Phone#:__________________Fax#:__________________
TITLE INSURANCE COMPANY:
Title Co. Name:___________________________ Address:________________________________________
Contact Person:___________________________ Phone#:__________________Fax#:__________________
HOMEOWNER INSURANCE COMPANY:
Insurance Co. Name _________________________Address:_______________________________________
Contact Person:________________________Phone#:_____________________Fax#:___________________
May we contact the borrower to source needed docs? Y / N

LOAN PROCESSING SUBMISSION CHECKLIST
Please check off ALL “Required” documents. The “Complete” column is for our internal use only.
GENERAL DOCUMENTATION TYPE…………………………………………………………………………………………………………………………………… .
Documentation Required
Required Complete
1) Complete Loan Application in Point File or DU 3.2 With Populated Liabilities
2) Credit Report
3) Recent Mortgage Statement
4) Last 2 Paystubs
5) Last 2 W2’s
6) Last 2 Bank Statements, and if applicable any documentation of other assets or investment accounts
7) Copy of Drivers License and Social Security Card
8) Last 2 Tax Returns with ALL Schedules, if Self Employed add Last 2 Business Tax Returns

PURCHASE SUBMISSION DOCUMENTATION TYPE.………………………………………...........................
Documentation Required
1) Purchase Contract

Required

Complete

Required

Complete

2) HOA CCR (If Applicable)
3) Fees: Escrow, Title, Lender, Appraisal, etc.

REFINANCE SUBMISSION DOCUMENTATION TYPE………………………………………………………………..
Documentation Required
1) Mortgage Note For FHA Refinance
2) Copy of Home Owners Insurance Policy
3) Fees: Escrow, Title, Lender, Appraisal, etc.

SPECIAL COMMENTS:
__________________________________________________________________________________________________
__________________________________________________________________________________________________
__________________________________________________________________________________________________