When you are having mortgage loans, it is important to record all the number of monthly payments along with a list of properties that will be used as collateral. Other than that, you probably need to record other things like Tax ID, ID card, or payroll slip. The latter things will be important to be prepared before deciding to take any mortgage loans from a bank. To make sure that you have carried the right things, a mortgage application checklist will be absolutely needed.

That kind of checklist comes through a form of template, consist of a table with two columns and dozen rows. It is pretty simple but comes with great functionality: to check on any item that should be brought whenever we decide to apply mortgage loans. Up to that sense, it means that the table can be created easily, using a program like Microsoft Word.

But it will be much easier if you can download that template from the online world. The one that you download below is one of the sample you can download for free. It is already filled with basic information that financial institution will need if they want to get applicant information before granted them for the requested loan. This mortgage application checklist can be expanded to cover more needed information based on specific company’s needs as well as removing unnecessary item that are less important. Be sure to style it with your company’s style so your customer won’t see it as a general form. And for people who want to apply for a loan, they can learn what information and document requirement will have to be prepared before applying their loan by downloading this template.

  Mortgage Application Checklist (40.5 KiB, 609 hits)