Correspondent Package

Please be attentive when completing all fields. Once the package has been completed and sent to the final stage for signature, changes will be possible by contacting Partner Approval.

Kindly note that all fields marked with an asterisk (*) are required.

Request details

Company Legal Name

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Company NMLS

Fill out this field This NMLS belongs to our approved partner.

AD Mortgage Representative

Please name our representative who was in contact with you (if any)

Address

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State

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City

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Zip

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Phone

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if approved by any of these entities, the following info is required

Which entity approved the license?

FHA / HUD

Veterans Affairs

FNMA

FHLMC

FHA / HUD entity number Fill out this field

FHA / HUD date approved Fill out this field

FHA approval type Select FHA approval type

Veterans Affairs entity number Fill out this field

Veterans Affairs date approved Fill out this field

FNMA entity number Fill out this field

FNMA date approved Fill out this field

FHLMC entity number Fill out this field

FHLMC date approved Fill out this field

Secondary department contact info

Name

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Phone

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DOCUMENTS

I would like to submit FNMA & FHLMC loans

W-9 Request for Taxpayer ID Number

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Add>W-9 Request for Taxpayer ID Number

MERS approval

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Add MERS approval

1 year of audited financial statements

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Add Photo ID

Owner’s Valid Government Issued Photo ID

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Add Photo ID

Errors & Omissions and Fidelity Bond Insurance

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Add Bond Insurance

Hiring Policies

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Add Hiring Policies

Owner’s resume

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Add Owner’s resume

Compliance Policies

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Add Compliance Policies

Owner or Authorized representative

First Name

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Middle Name

Last Name

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Suffix The same as Broker of Record

Title

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NMLS Please put your NMLS if present or add Broker of Record

SSN Fill out this field Required for background checks. Credit reviews are soft pulls only

DOB Fill out this field

Phone

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Address

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APT Fill out this field

State

Select state

City

Select city

Zip

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Broker of Record

First Name

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Middle Name

Last Name

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Suffix

NMLS Fill out this field

SSN Fill out this field Required for background checks. Credit reviews are soft pulls only

DOB Fill out this field

Phone

Fill out this field

Address

Fill out this field

APT Fill out this field

State

Select state

City

Select city

Zip

Fill out this field

Valid Government Issued Photo ID of the Broker of Record

Drag and Drop the document here or just click on me

Fill out this field

Add Photo ID

communication

How did you hear about us?

Please share how you learned about AD

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I/We certify that the statements set forth herein are true, complete, and correct. I/We hereby authorize A&D Mortgage LLC to obtain verification from any source named herein as to the accuracy of the information provided and to obtain credit information regarding the firm and its principals as part of its approval process. I/We hereby release, discharge, exonerate, and covenant not to sue any person or entity providing information to A&D Mortgage LLC in connection with this application; I/We further release, discharge, exonerate, and covenant not to sue any recipient of such information including A&D Mortgage LLC or its representatives from any and all liability of every nature and kind arising from or in conjunction with receiving and reviewing that information. Please, accept the statement

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Once your application has been reviewed and approved, you will receive an approval email. In the event AD Mortgage requires additional information for processing and it has not been received within 30 days, your application will be considered withdrawn.

Correspondent Package

Request details

if approved by any of these entities, the following info is required

Secondary department contact info

DOCUMENTS

Owner or Authorized representative

Broker of Record

communication

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