Conventional Loan Submission Checklist - Union Home Mortgage 2026

1. Click ‘Get Form’ to open the Conventional Loan Submission Checklist in the editor.
2. Begin by filling in the Broker Name, LO Name, and their respective emails. This information is crucial for communication throughout the loan process.
3. Next, enter the Borrower, Co-Borrower, and Non-Borrower names along with their email addresses. Ensure accuracy as this will affect notifications and documentation.
4. Complete the loan details including Loan Number, Loan Program, Loan Amount, Sales Price/Appraised Value, Property Type, and Occupancy status. These fields are essential for processing your loan application.
5. Fill in compensation percentages and select whether the loan is Lender Paid or Borrower Paid Origination. This impacts how fees are structured.
6. Review the required disclosures section carefully. Make sure all necessary documents are included as per UHM guidelines to avoid delays.
7. Finally, ensure all documentation requirements are met by checking off each item listed under Documentation Requirements before submission.

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