Coastal Funding Corporation

Loan Processing
Required Items List

The Following items are needed for:

- Point or Fannie 3.2 file (POINT FILE IS PREFERRED)
- Submission Sheet
- Disclosures
- 1003 – All pages signed and dated
- Broker Fee Agreement
- Borrower(s) Authorization
- Credit Score Disclosure
- Disclosure Notice – Signed in all three sections
- ECOA Patriot Act
- Privacy Policy Disclosure Right to Receive Appraisal Servicing Disclosure – Both pages Signed 4506T
- Income Docs
- 2 current paystubs

- 2 Years w2’s or 1099’s
- Tax Returns for Self Employed Borrowers
- Award Letters
- Asset Documents
- Current 401k statement
- Last 2 months bank statements

- Drivers License
- Social Security Card
- Attorney / Insurance Preference Form (South Carolina)

- Mortgage Broker Agreement

- Disclosures
- Amendatory Clause / Real Estate Certification (Purchase Only)
- Consumer Choice Disclosure
- Home Inspection (Purchase Only)

- HUD Appraised Value
- Identity of Interest (Purchase Only)

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