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Documents & Forms

Non-QM
Non-QM Guidelines
Non-QM Product Matrix
Non-QM Niches
Jumbo
Jumbo Underwriting Guidelines
Second Mortgage
Second Mortgage Guidelines
Conventional & FHA
Conventional Guidelines
FHA Mortgagee Letters
FHA Eligibility
Temporary Buydown Matrix
Temporary Buydown Calculator
Lock and Pricing
Lock and Pricing Policy
Mortgagee Clause
Loan Information Form
Lock Change Request
Appraisal Reconsideration Form
Appraisal's Waiver PIW Form
Appraisal Transfer Out Request
Self-Employed Business Narrative Form
Foreign National Loan Forms
CPA Letter with Real Estate Ownership (Sample)
Eng
Esp
Bank Reference Letter (Sample)
Eng
Esp
Income Letter Self-Employed (Sample)
Eng
Esp
Income Letter Employee (Sample)
Eng
Esp
Notice: Sale of property to foreign principals
Foreign Interest Affidavit Entity
Foreign Interest Affidavit Individual
Condo Questionnaires
QM & Non-QM Full Review Condominium Questionnaire
QM Limited Review Condominium Questionnaire
Non-QM Limited Review Condominium Questionnaire
Internal Forms
Bank Statement Income Calculator
Broker Package
Broker Annual Recertification
Request State-Specific Compensation Change
Branch Assignment Form
Request Compensation Change
AIM Credentials Request
Non-QM
DSCR
12 or 24 Month Bank Statement
P&L
Full Doc Non-QM
Foreign National
1099
WVOE
Asset Utilization
Jumbo
Jumbo
Conventional and FHA
Conventional and FHA