Underwriting Questionnaire
Underwriting Questionnaire
This form is for one community property. If you have multiple, please complete a separate form for each one.
"*" indicates required fields
The underwriting review can take up to 5 business days to complete. When inspections are required, the review process could take up to 21 business days to complete.
The following items are required to begin the underwriter review:
- Completed and signed underwriting questionnaire form with calculated value per square foot (signature must be within 30 days of review).
- Loss runs from property and liability policies covering the location for the past three years.
- Property management agreement (which must include tenant discrimination coverage) and current property management certificates
- Blank copy of Tenant Lease/Agreement
- Lender requirements
- Inspection Reports or Property Conditions Assessment Report (completed within the past 60 days)
- Detailed information on past or future renovations (attach punch list and value of upgrades)
- Photographs of the property (interior & exterior)
- A list of additional insureds / loss payees to include full name, address, loan number(s), and what the entity is to be named
Additional items required for construction projects:
- Owner & General Contractor insurance requirements
- General Contractor’s insurance certificates
- Certificate of Occupancy (Upon Completion)
The underwriting review can take up to 5 business days to complete. When inspections are required, the review process could take up to 21 business days to complete.