Borrower’s To Don’t List

I know what you do, (and it’s exactly what I did) you give a “shopping list” of documents that your clients need to bring with them for a loan application!

Jennifer Robinson, WR Starkey Mortgage (Montgomery, AL) gives borrowers a “To Don’t” list.  Yes, things not to do during the processing of the loan.  The clients must initial each item on the list and sign their name.  They get a copy of it as a reminder.   She has graciously allowed me to reprint it here for you.

Read the form. I know you’ll love it. In fact, it’s also available for you to download in a word document format so you can add your company’s name and modify it if you want to.

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