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

Select state

City

Select city

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

Fill out this field

Phone

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DOCUMENTS

I would like to submit FNMA & FHLMC loans

W-9 Request for Taxpayer ID Number *

Select a file or drag and drop here

Add W-9 Request for Taxpayer ID Number

MERS approval *

Select a file or drag and drop here

Add MERS approval

1 year of audited financial statements *

Select a file or drag and drop here

Add 1 year of audited financial statements

Owner’s Valid Government Issued Photo ID *

Select a file or drag and drop here

Add Photo ID

Errors & Omissions and Fidelity Bond Insurance *

Select up to 3 files or drag and drop here

Add Bond Insurance

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

Fill out this field

Broker of Record

First Name

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Middle Name

Last Name

Fill out this field

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

Select a file or drag and drop here

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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Correspondent Package

Choose the partnership

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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