Non-QM and bank statement loan document checklist
Pick a loan type and print a checklist of documents commonly requested for the loan file, then confirm the final list with the lender.
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Documents commonly requested
Confirm the final list with the lender.
Questions
Is this the lender's official requirements list?
No. It lists documents commonly requested for each loan type. Each lender sets its own list, so confirm it with the lender before you collect documents.
What loan types does it cover?
Bank statement loans (personal or business statements) and other non-QM loan files. Choose one and the list updates on the page.
Can I add my own items?
Yes. Add custom lines for anything the lender asks for, then print or download the checklist.
How does this connect to StatementReady?
Once you have the statements, StatementReady checks whether each statement's transactions add up to its printed balances and flags missing months, NSFs and large deposits.
Ready for the real statements?
Upload 12 or 24 months of PDFs. StatementReady checks whether each statement adds up to its printed balances.
This tool assists your review of the loan file. The lender makes all underwriting decisions.
StatementReady isn't affiliated with or endorsed by Fannie Mae or any lender named here.