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Course 1.0 – Week 5 Lesson 2: The Mortgage Due Diligence Process

The lender’s due diligence process is extensive, requiring a host of information not needed for a residential mortgage. This lesson will help you get a head start on the due diligence process.

The lender’s due diligence process is extensive, requiring a host of information not needed for a residential mortgage. This lesson will help you get a head start on the due diligence process by walking through the lender due diligence process step by step, including all the materials you will have to provide the lender to obtain the mortgage.

Lesson 2 Action Steps 

(1) Have a pen & your notebook ready to take notes and write down questions for the private Facebook group or the monthly Q&A call

(2) Download the Lender Due Diligence Checklist from the Resources tab

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