What are the 6 data elements that upon receipt of all of them require the lender to give a loan estimate to the customer?

Asked by: Lenore Harvey  |  Last update: February 6, 2026
Score: 4.6/5 (61 votes)

Lenders are required to provide you with a Loan Estimate once you have provided:
  • your name,
  • your income,
  • your Social Security number (so the lender can pull a credit report),
  • the property address,
  • an estimate of the value of the property, and.
  • the desired loan amount.

What are the six pieces of information for loan estimate?

An application is defined as the submission of six pieces of information: (1) the consumer's name, (2) the consumer's income, (3) the consumer's Social Security number to obtain a credit report (or other unique identifier if the consumer has no Social Security number), (4) the property address, (5) an estimate of the ...

What are the 6 TRID requirements?

What 6 Pieces of Information Make A TRID Loan Application?
  • Name.
  • Income.
  • Social Security Number.
  • Property Address.
  • Estimated Value of Property.
  • Mortgage Loan Amount sought.

What are the six pieces of information needed for a mortgage application?

What do I have to do to apply for a mortgage loan?
  • Your name.
  • Your income.
  • Your Social Security number (so the lender can check your credit)
  • The address of the home you plan to purchase or refinance.
  • An estimate of the home's value.
  • The loan amount you want to borrow.

What information does a lender have to disclose to consumers applying for a loan?

TILA disclosures include the number of payments, the monthly payment, late fees, whether a borrower can prepay the loan without penalty and other important terms. TILA disclosures is often provided as part of the loan contract, so the borrower may be given the entire contract for review when the TILA is requested.

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34 related questions found

What are the 6 things they must disclose under the truth in the lending Act?

Lenders have to provide borrowers a Truth in Lending disclosure statement. It has handy information like the loan amount, the annual percentage rate (APR), finance charges, late fees, prepayment penalties, payment schedule and the total amount you'll pay.

What kind of information does a lender need?

Key Takeaways. Lenders will ask for W-2s from the last one to two years and income tax returns from the last two to three years. You will need to report all monthly debt payments, like auto and student loans, or credit cards.

What is required for a loan estimate?

What Must a Loan Estimate Include? A loan estimate is a document provided to you when you apply for a mortgage loan. Lenders must supply you with certain key details about the loan on the loan estimate, including the interest rate, monthly payment, and closing costs.

What are the 4 elements of a mortgage?

There are four components to a mortgage payment. Principal, interest, taxes and insurance.

What kinds of information does a lender ask you for when they are underwriting your home loan?

When trying to determine whether you have the means to pay off the loan, the underwriter will review your employment, income, debt and assets. They'll look at your savings, checking, 401k and IRA accounts, tax returns and other records of income, as well as your debt-to-income ratio.

What does the Trid require the lender?

TRID is an acronym that stands for TILA-RESPA Integrated Disclosures. (TILA is the Truth in Lending Act, and RESPA is the Real Estate Settlement Procedures Act.) It's a federal consumer-protection law that requires lenders to disclose certain types of key information to borrowers.

What documents are required by Trid?

The TILA-RESPA Integrated Disclosure (TRID) rule requires two forms: the Loan Estimate and the Closing Disclosure. The Loan Estimate form is a three-page document that provides an estimate of the loan terms, projected payments, and closing costs.

What must the borrower receive within three days of completing a loan application?

The lender must provide you a Loan Estimate within three business days of receiving your application.

What are the 6 steps of loan process?

Six Essential Steps of the Loan Process:
  • Mortgage Pre-Approval.
  • Home Hunting and Offer.
  • Loan Application.
  • Loan Processing.
  • Mortgage Underwriting.
  • Mortgage Closing.

What are the six basic C's of Lending?

The 6 'C's — character, capacity, capital, collateral, conditions and credit score — are widely regarded as the most effective strategy currently available for assisting lenders in determining which financing opportunity offers the most potential benefits.

What are the six essential pieces of information constituting an application under RESPA?

The six essential pieces of a loan application are the borrower's name, Social Security Number and income, the address of the property which will act as collateral for the loan, the estimated value of the property, and the amount of the loan sought.

What are the 6 pieces of information needed for a mortgage application?

What information do I have to provide a lender in order to receive a Loan Estimate?
  • your name,
  • your income,
  • your Social Security number (so the lender can pull a credit report),
  • the property address,
  • an estimate of the value of the property, and.
  • the desired loan amount.

What are the 4 C's of lending?

Standards may differ from lender to lender, but there are four core components — the four C's — that lenders will evaluate in determining whether they will make a loan: capacity, capital, collateral and credit.

What accounting element is mortgage?

Non-current liabilities include: Long-term notes, bonds, and mortgage payables; Deferred tax liabilities; and. Other long-term obligations.

What is the 7 day rule for loan estimates?

The Loan Estimate must also be delivered or placed in the mail no later than the seventh business day before consummation* of the transaction.

What must a prudent lender do with the information received on a loan application?

The lender must confirm that information provided by the borrower during the loan application process is accurate and complete; include documentation in the loan file that supports the lender's assessment of the borrower's credit history, employment and income, assets, and other financial information used for ...

Do lenders need your social security number?

Typically, lenders use an SSN to check your credit history and verify your identity.

What is a lender required to provide to the borrower?

Obligations of the Lender

You must grant the borrower's requested amount. Make it clear in the credit contract how much interest must be paid, what percentage, and how long it will take to pay off the debt. Maintain a copy of the contract. Always provide proof that client payments were received.

What is required to be a lender?

Education. Individuals looking to become licensed lenders should obtain a bachelor's degree in business or accounting. Either field will provide background knowledge on loaning and financial business operations.