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Deal Checklist


  • Application
  • Credit Bureau Reports (Institutional Reports)
    • If there are any credit history issues, please provide details and explain why because credit is used to price the deal and determine "reasonability and suitability.
    • If credit is low please explain why
  • Purview and/or Appraisal


  • First and/or second mortgage statements

New Update:
  • FSRA has expanded its expectations for private lending and expects more notes regarding "suitability and affordability". Agents are required to provide more notes with submitting deals and in the disclosures.
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