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Loan Checklist

Loan Checklist

5.0 stars

Scores 4.70 with 130 votes

28 tasks

By John F. Smith

Loan Checklist

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The Loan Arranger
- Is a mortgage broker arranging this loan?
- Is there a plan to sell this loan to anyone?
- Will the payments be made to a business you represent or to one or more individuals?
- Are any administrative or court proceedings pending against you or the company you represent?
Payments
- Is there a charge fee for arranging this loan?
- Is there a 'loan origination' fee?
- Is there a charge fee for preparing documents or underwriting?
- Is there an extra charge for credit reports?
- Is there a broker's fee?
Terms of the Loan
- Is there a land contract, a lease, or a deed to be signed?
- Is there a requirment to get a co-signer to get this loan?
- Is there an interest rate of more than 3 points above the prime rate on this loan?
- Is there a 'line of credit' or similar unsecured loan?
- Is there a balloon payment at the end of this loan?
- Will the amount of monthly payment be enough to make the outstanding balance go down each month?
- Is there a penalty if for paying off the loan early?
- Is there a mandatory arbitration clause in this loan?
- Will this loan turn some of unsecured debt into secured debt?
Tips
- Check if you are required to sign and give another person a power of attorney.
- Check if any of creditors be will be paid from the proceeds of the loan.
- Check if income other than disclosed will be considered for eligibility purposes.
- Do not sign any forms on which the blanks have not all been filled in.
- Do not sign any forms that haven't been explained.
- Do not sign any forms that you haven't got the chance to read.

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5.0 stars

Scores 4.70 with 130 votes

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