Home
Forms Library
Underwriting checklist

Get the up-to-date mortgage underwriting checklist template 2025 now

underwriting checklist Preview on Page 1

Show details

4.8 out of 5

110 votes

The document is an underwriting checklist for FHA purchase loans, detailing required documentation and information needed for the loan processing. It includes sections for borrower details, correspondent information, and a comprehensive list of necessary forms and documents such as credit reports, bank statements, and purchase agreements. The checklist aims to ensure all relevant materials are collected for efficient underwriting.

Here's how it works

01. Edit your underwriting checklist online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send mortgage underwriting checklist template via email, link, or fax. You can also download it, export it or print it out.

The best way to modify Mortgage underwriting checklist template in PDF format online

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

Adjusting paperwork with our extensive and intuitive PDF editor is easy. Make the steps below to complete Mortgage underwriting checklist template online quickly and easily:

Sign in to your account. Log in with your credentials or register a free account to test the product before choosing the subscription.
Upload a form. Drag and drop the file from your device or add it from other services, like Google Drive, OneDrive, Dropbox, or an external link.
Edit Mortgage underwriting checklist template. Effortlessly add and highlight text, insert pictures, checkmarks, and symbols, drop new fillable areas, and rearrange or remove pages from your document.
Get the Mortgage underwriting checklist template completed. Download your modified document, export it to the cloud, print it from the editor, or share it with others via a Shareable link or as an email attachment.

Benefit from DocHub, one of the most easy-to-use editors to promptly manage your paperwork online!

See more mortgage underwriting checklist template versions

We've got more versions of the mortgage underwriting checklist template form. Select the right mortgage underwriting checklist template version from the list and start editing it straight away!

Versions	Form popularity	Fillable & printable
2002	4.8 Satisfied (110 Votes)

be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What are the three Cs of Mortgage underwriting?

In considering your application, they look at a variety of factors, including your credit history, income and any outstanding debts. This important step in the process focuses on the three Cs of underwriting credit, capacity and collateral.

What are the four stages of underwriting?

There are four key focuses to the underwriting process: credit, income, assets, and property. Credit: Underwriters will review your credit history to understand your past borrowing and payment history.

What are the 3 Cs of real estate?

The Underwriting Process of a Loan Application One of the first things all lenders learn and use to make loan decisions are the Five Cs of Credit: Character, Conditions, Capital, Capacity, and Collateral. These are the criteria your prospective lender uses to determine whether to make you a loan (and on what terms).

What are the 4 Cs required for Mortgage underwriting?

So, what do lenders look at when deciding to approve or deny an application? Lenders consider four criteria, also known as the 4 Cs: Capacity, Capital, Credit, and Collateral.

What are the three cs underwriters evaluated?

These three essential factors Credit, Capacity, and Collateral play a pivotal role in determining your eligibility and terms for a mortgage.

underwriting checklist template

Printable mortgage underwriting checklist template Mortgage underwriting checklist template pdf Mortgage underwriting checklist template excel Free mortgage underwriting checklist template FHA Underwriting Checklist MGIC Underwriting guidelines Calculating income for mortgage underwriting worksheet Enact underwriting Guidelines