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Get the free Correspondent Closed Loan Checklist - Axos Bank

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Correspondent Closed Loan Checklist Borrower: ___ Lender Name: ___ PLEASE NOTE: 1. DO NOT upload conditions that have already been satisfied. 2. Docs must be drawn using an Axis Bank approved doc
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How to fill out correspondent closed loan checklist

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How to fill out correspondent closed loan checklist

01
Obtain the correspondent closed loan checklist from the lender or loan officer.
02
Review the checklist to ensure all required documents and information are provided.
03
Collect and gather all necessary documents such as final closing disclosure, signed promissory note, deed of trust, etc.
04
Fill out the checklist by documenting the status of each required item (e.g. received, verified, pending, etc.)
05
Provide any additional notes or explanations as needed.
06
Submit the completed checklist to the lender or loan officer for review and approval.

Who needs correspondent closed loan checklist?

01
Lenders
02
Loan officers
03
Borrowers
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The correspondent closed loan checklist is a document that contains a list of required items and documentation that must be completed and submitted when a loan is closed.
The correspondent lender or financial institution that is originating the loan is required to file the correspondent closed loan checklist.
The correspondent closed loan checklist can be filled out by gathering all the necessary information and documentation listed on the checklist and ensuring that everything is completed accurately.
The purpose of the correspondent closed loan checklist is to ensure that all required documentation and information is submitted and completed correctly before the loan is finalized.
The correspondent closed loan checklist typically includes information such as borrower details, loan terms, property information, and supporting documentation like pay stubs and bank statements.
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