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Pre-Qualification Checklist
Document organization, lender registration (for non-del), initial disclosures, COC's, appraisal ordering, initial submission review
We can create custom roles for you based on your processes and job descriptions. Schedule a call with us to learn how.
Our team takes the guesswork out of pre‑qualification. We review all borrower documents—income, assets, credit, and property—to ensure nothing is missing before the file moves forward. From confirming 1003 completeness to running AUS and identifying red flags early, we help you start strong, reduce touches, and speed up loan approvals.
Closing disclosure, CD balancing, doc drawing, funding conditions, warehouse line registration.
Trailing documentation, finalizing LOS final figures, file stacking, audit preparation.
Incomplete files cause delays. That’s why we dig into the details from day one. Our team ensures all pre‑qualification documents are accurate and complete—from paystubs and W‑2s to bank statements and credit reports. We flag gaps, verify 1003 fields, and confirm that the file meets guidelines for a successful AUS run. With Brokerva, you spend less time chasing docs and more time moving loans forward.
When your pipeline fills up, our checklist service ensures no loan gets left behind. We standardize file intake, reduce back‑and‑forth between your team and the borrower, and give you clarity on where each file stands. Whether you're running five files or fifty, we help you scale without sacrificing speed or quality.