Resource Center

Submission Forms
DSCR Submission Package
Borrower Signature Authorization Form
Loan Submission Form

Conventional Loan Forms
Fannie Income Analysis Form
Fannie Income Analysis Directions
Condo - Limited Review
Condo - Full Review
Acknowledgement of Property Inspection Waiver

Disclosure Forms
TRID - Loan Estimate vs. GFE
Loan Estimate Fee Sheet
Intend to Proceed Attestation
Change in Circumstance Form
CFPB Guide to Loan Estimate & Closing

VA Loan Forms
VA Appraisal Order Form
VA Cert – Membership in Reserves or National Guard
VA Childcare Expense Statement
VA IRRRL Checklist
VA Nearest Relative Form
VA Sponsorship Form
FHA/VA Amendatory Clause

FHA Loan Forms
How to Order a FHA Case Number
FHA/VA Amendatory Clause
FHA Streamline Worksheet
FHA Identity of Interest Certification
FHA Condo Questionnaire
FHA Case Number Transfer Request Form
FHA Case Number Request Form
FHA Case Number Cancellation Request Form
CAIVRS & FHA Refinance Form
92900-A HUD/VA Addendum to URLA

USDA Loan Forms
USDA Income and Asset Disclosure
USDA Eligibility Requirements

General Forms & Info
Business Purpose Licensing Matrix
TRID Calendar
Buydown Calculator
4506-C (W2)
SSA-89 (Spanish)
Commercial FastPass Packet
Third-Party Processing Fee Policy
FNMA Single Family Rider
Vesting Form
Wholesale Lock Policy
Wholesale Doc Request Form
Visa Eligibility for Non-Citizens
Timeline for Bankruptcy, Foreclosure + Short Sales
SSA-89
Self Employed Business Narrative Form
Mortgage Broker Fee Agreement
Lock Request Form
FastPass Packet
Broker Compensation Election Form
Broker’s Contract Processor List
Approved Credit Vendor List
Anti-Steering Disclosure
Add a Branch Form
4506-C (1040)

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