Transcription of Agent Loan Application/Underwriting Checklist
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Agent Loan Application/Underwriting Checklist
OSigned and Completed loan Application**oLast 3 years applicant s Federal Income Tax Returns (Both Individual and Business, if applicable)oLast 3 years selling agency Business Tax ReturnsoLast 3 years December year-end selling agency Business Metrics Reports in Excel Format (reports should include all agency numbers beingpurchased)oMost recent selling agency Business Metrics Report in Excel Format (report should include all agency numbers being purchased)oLast 3 years December year-end selling agency Compensation Summary Reports (DASH-Compensation App.)oMost recent selling agency Summary Premium Report for Termination Payment (TPP) in Excel Format (include Vested and In Vesting TPPreports for all agency numbers being purchased)oMost recent selling agency Agent Achievement Program Report screenshot (DASH-Dashboards tab)oCurrent ResumeExisting Agents with Alls
Once application is completed along with all accompanying documents (Questions call 855-552-LOAN (5626)): Mail to: Wintrust Agent Finance Attn: Loan Underwriting (Confidential), 9701 W. Higgins Rd., Suite 330, Rosemont, Illinois 60018 or email to agentfinance@wintrust.com
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