Steering loan 2026

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  1. Click ‘Get Form’ to open the steering loan document in the editor.
  2. Begin by completing the Loan Number and Borrower Name fields at the top of the form.
  3. Select the Type of Transaction by checking either Fixed Rate or Adjustable Rate.
  4. Fill in the Interest Rate and Total origination points or fees for Options 1, 2, and 3 as applicable.
  5. If necessary, initial where indicated to acknowledge that Options 1 and 2 are the same if you do not offer products with features described in Option 2.
  6. Complete the section titled 'You are applying for a loan with the following terms' with accurate details.
  7. Ensure to fill in Broker Loan Officer Name, Broker Entity Name, Address & License Number accurately.
  8. Finally, ensure all required signatures and dates are present from both the Broker Loan Officer and each borrower before submission.

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