Mortgage pre-submission review

Run a structured preflight check before the file reaches underwriting.

The Pre-Submission Review Instrument helps mortgage professionals organize common documentation, calculation, asset, credit, and title questions before submission.

Short answer: A pre-submission review compares the file against a consistent checklist so missing documentation and likely questions can be addressed earlier. It supports preparation but does not replace compliance review or underwriting.

Included resources

Pre-submission checklist
Simple and advanced submission forms
Common-condition reference
Structured notes for unresolved items

What to check before underwriting

Income

Calculation support, document dates, employment, trends, and unresolved inconsistencies.

Assets

Statement coverage, ownership, sourcing questions, reserves, and large deposits.

Credit and liabilities

Documentation gaps and items requiring explanation or updated evidence.

Title and property

Vesting, liens, exceptions, ownership, and file-specific follow-up.

Pre-Submission Review Instrument · $75

One-time lifetime license for the self-service tool and supporting resources.

Choose this instrument