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Lending Templates

53 templates in lending.

Home Equity Loan Requirements

Streamline your home equity loan application process with our comprehensive requirements guide. Perfect for mortgage professionals.
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Mortgage Refinance Requirements

Streamline your mortgage refinance application process with our comprehensive requirements guide. Perfect for mortgage brokers.
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Personal Loan Requirements

Streamline your personal loan application process with our comprehensive requirements guide. Perfect for loan officers.
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FHA Loan Requirements

Streamline your FHA loan application process with our comprehensive requirements guide. Perfect for first-time homebuyers.
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VA Loan Requirements

Streamline your VA loan application process with our comprehensive requirements guide. Perfect for veterans.
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USDA Loan Requirements

Streamline your USDA loan application process with our comprehensive requirements guide. Perfect for rural homebuyers.
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Auto Loan Requirements

Streamline your auto loan application process with our comprehensive requirements guide. Perfect for auto lenders, car buyers, and automotive financing professionals seeking vehicle financing solutions.
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Car Loan Requirements

Streamline your car loan application process with our comprehensive requirements guide. Perfect for auto lenders.
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Business Loan Requirements

Streamline your business loan application process with our comprehensive requirements guide. Perfect for business owners, financial advisors, and loan officers to ensure complete documentation and faster approvals for business financing.
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Business Acquisition Loan

Streamline your business acquisition loan application process with our comprehensive requirements guide. Perfect for business brokers.
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Commercial Loan Requirements

Streamline your commercial loan application process with our comprehensive requirements guide. Perfect for commercial lenders.
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SBA Loan Requirements

Streamline your SBA loan application process with our comprehensive requirements guide. Perfect for small business owners.
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Small Business Loan Requirements

Streamline your small business loan application process with our comprehensive requirements guide. Perfect for small business owners, entrepreneurs, and business advisors seeking traditional business financing options.
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Hard Money Loan Requirements

Streamline your hard money loan application process with our comprehensive requirements guide. Perfect for real estate investors.
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DSCR Loan Requirements

Streamline your DSCR loan application process with our comprehensive requirements guide. Perfect for real estate investors and commercial lenders seeking debt service coverage ratio financing for investment properties.
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Construction Loan Requirements

Streamline your construction loan application process with our comprehensive requirements guide. Perfect for builders, developers, and real estate professionals seeking financing for new construction projects.
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Title Loan Requirements

Streamline your title loan application process with our comprehensive requirements guide. Perfect for borrowers seeking secured loans using vehicle titles as collateral for quick access to funds.
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Land Loan Requirements

Streamline your land loan application process with our comprehensive requirements guide. Perfect for real estate investors, developers, and property buyers seeking financing for vacant land purchases and development projects.
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Manual Underwriting

Streamline your manual underwriting process with our comprehensive checklist. Perfect for loan officers, underwriters, and financial professionals to ensure thorough manual loan evaluation and faster approvals for non-traditional borrowers.
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Loan Underwriting

Streamline your loan underwriting process with our comprehensive checklist. Perfect for loan officers, underwriters, and financial professionals to ensure thorough loan evaluation and faster approvals for all types of financing.
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Bank Statement Loans Checklist: Self-Employed Mortgage Requirements

Streamline bank statement loan (self-employed mortgage) applications. For self-employed borrowers and loan officers using 12–24 months of bank statements to qualify income. Ensure complete personal and business statements, deposit documentation, reserves, and identity so you meet lender requirements and speed up approval.
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Conventional Loan Checklist: Document Requirements

Streamline conventional loan applications with our document checklist. For homebuyers, refinancers, and loan officers. Income verification, asset documentation, employment, credit authorization, identity and property docs. Meet conforming loan standards and reduce underwriting conditions for purchase or refinance.
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HELOC Checklist: Home Equity Line of Credit Documents

Streamline HELOC applications with our document checklist. For homeowners and loan officers. Income verification, assets, proof of ownership, current mortgage statement, property valuation, and insurance. Meet lender requirements and speed up home equity line approval.
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IRS 4506-C Checklist: Tax Transcript Request Requirements

Streamline IRS tax transcript request (Form 4506-C/4506-T) for lending. For loan officers, underwriters, and borrowers. Ensure form is complete—taxpayer info, tax years, transcript type, signature and date—and submission meets lender and IRS requirements so income verification is not delayed.
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Mortgage Pre-Approval Checklist: Documents Required

Streamline mortgage pre-approval with our document checklist. For homebuyers and loan officers. Income verification, assets, employment, credit authorization, and ID so the lender can issue a pre-approval letter quickly and you can shop with confidence.
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SBA 7(a) Loan Checklist: Complete Document Requirements

Streamline SBA 7(a) loan applications with our document checklist. For small business owners and SBA lenders. SBA forms (1919, 413, 912, 159), business and personal financials, tax returns, use of funds, ownership docs, collateral. Meet lender and SBA requirements and speed up approval.
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SBA Form 1919 Checklist: Borrower Information Form Guide

Streamline SBA Form 1919 (Borrower Information Form) with our step-by-step checklist. For SBA 7(a) and other programs. Business info, ownership, affiliates, prior federal borrowing, certifications, and signature. Complete correctly to avoid delays or rejection.
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Proof of Income Documents

Streamline income verification with our comprehensive proof of income documents checklist. Perfect for loan officers, underwriters, financial advisors, and borrowers to ensure complete income documentation and faster loan approvals.
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Proof of Address Documents

Streamline address verification with our comprehensive proof of address documents checklist. Perfect for loan officers, underwriters, financial advisors, and borrowers to ensure complete address documentation and faster loan approvals.
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Income Verification Process

Master the income verification process with our comprehensive professional guide. Perfect for loan officers, underwriters, financial advisors, and lending professionals to ensure accurate income assessment, reduce verification time, and improve loan approval rates through systematic verification procedures.
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Asset Depletion Loan Checklist

Streamline asset depletion loan applications. For borrowers who qualify on investable assets rather than W-2 income, plus loan officers and non-QM lenders. Brokerage and retirement statements, depletion support, and reserves.
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Bridge Loan Requirements: Document Checklist & Qualification Guide

Streamline bridge loan applications. For homeowners, investors, and lenders using short-term financing to buy before selling. Purchase contract, existing equity, payoff, and exit strategy.
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Business Line of Credit Checklist: Document Requirements

Streamline business line of credit applications. For owners, CFOs, and commercial lenders. Financials, tax returns, bank statements, ownership docs, and personal guarantees for revolving working capital.
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Equipment Financing Checklist: Document Requirements

Streamline equipment financing applications. For businesses buying machinery, vehicles, or technology, and equipment lenders. Vendor quote, financials, tax returns, entity docs, and insurance.
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Fix and Flip Loan Checklist: Document Requirements

Streamline fix and flip loan applications. For real estate investors and hard-money lenders. Purchase contract, rehab budget, ARV comps, experience, liquidity, and exit strategy.
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Investment Property Loan Checklist: Document Requirements

Streamline investment property loan applications. For rental investors, brokers, and lenders. Leases, rent roll, income or DSCR support, reserves, entity docs, and insurance.
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Invoice Factoring Checklist: Document Requirements

Streamline invoice factoring applications. For B2B companies and factors. A/R aging, sample invoices, customer concentration, bank statements, and entity documents.
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Jumbo Loan Checklist: Document Requirements

Streamline jumbo mortgage applications above the conforming limit. For buyers, refinancers, and loan officers. Income, assets, larger reserves, and credit overlays.
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Lot Loan Checklist: Land Purchase Financing

Streamline lot loan and vacant land purchase financing. For buyers and land lenders. Survey, zoning, utilities, appraisal items, plus borrower income and assets.
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Merchant Cash Advance Checklist: Document Requirements

Streamline merchant cash advance applications. For merchants and funders. Processing statements, bank activity, ownership docs, and existing advance disclosure.
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Mortgage Commitment Letter Checklist: Documents Required

Streamline the path from pre-approval to a mortgage commitment letter. For buyers and loan officers. Updated income and assets, contract, appraisal, insurance, and conditions.
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New Construction Loan Checklist

Streamline new construction loan applications. For buyers, owner-builders, and construction lenders. Plans, builder contract, budget, draws, permits, and borrower docs.
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Non-QM Loan Checklist: Non-Qualified Mortgage Requirements

Streamline Non-QM loan applications. For borrowers who do not fit Qualified Mortgage rules and Non-QM lenders. Bank statements, P&L, asset depletion, or DSCR plus reserves.
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Portfolio Loan Checklist: Non-Conforming Mortgage

Streamline portfolio and non-conforming mortgage applications. For borrowers and community banks that keep the loan. Exception narrative, unique property docs, and reserve support.
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203(k) Rehab Loan Checklist: FHA Renovation Loan

Streamline FHA 203(k) rehab loan applications. For owner-occupant buyers and FHA lenders. Consultant or limited-repair exhibits, contractor bids, scope, and after-improved appraisal.
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Revenue-Based Financing Checklist: Document Requirements

Streamline revenue-based financing applications. For companies raising capital repaid as a share of revenue. Revenue history, processor data, and existing debt.
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Reverse Mortgage Checklist (HECM)

Streamline HECM reverse mortgage applications. For homeowners 62+ and HECM lenders. Counseling certificate, identity, property, and financial assessment documents.
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SBA 504 Loan Checklist: Document Requirements

Streamline SBA 504 loan applications. For owner-occupied real estate or major equipment and for CDCs and banks. SBA forms, project costs, financials, and eligibility narrative.
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SBA Form 413 Checklist: Personal Financial Statement Guide

Streamline SBA Form 413 (Personal Financial Statement). For owners, partners, and guarantors on SBA 7(a) and 504. Assets, liabilities, schedules, and signature rules.
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Self-Employed Mortgage Checklist: Document Requirements

Streamline self-employed mortgage applications. For sole props, partners, and S-corp owners using tax returns. Two years of returns, K-1s, YTD P&L, and 4506-C.
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Startup Loan Checklist: Document Requirements for New Businesses

Streamline startup loan applications for new businesses. Business plan, projections, use of funds, personal financials, entity docs, and founder experience.
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Stated Income Loan Checklist

Streamline stated income loan applications. For limited Non-QM declared-income programs. Affidavit, assets, reserves, occupancy, and credit explanations.
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Vehicle Fleet Financing Checklist: Document Requirements

Streamline vehicle fleet financing applications. For companies adding titled vehicles and commercial auto lenders. Unit list, quotes, financials, and fleet insurance.
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