Documents & Forms

Guidelines
Loan Level Forms
Program Submission Checklists
Become Approved Broker

Non-QM

Non-QM Guidelines

Non-QM Product Matrix

Jumbo

Jumbo Underwriting Guidelines

Second Mortgage

Second Mortgage Guidelines

Conventional & FHA

Conforming Guidelines

FHA Mortgagee Letters

FHA Eligibility

RefiNow and RefiPossible

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

Foreign National Loan Forms

CPA Letter with Real Estate Ownership (Sample)

Bank Reference Letter (Sample)

Income Letter Self-Employed (Sample)

Income Letter Employee (Sample)

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

Non-QM Exception Form

Bank Statement Income Calculator

Broker Annual Recertification

Branch Assignment Form

Request Compensation Change

ADM Credentials Request

Non-QM

12 or 24 Month Bank Statement

Full Doc Non-QM

Foreign National

Asset Utilization

Jumbo

Conventional and FHA

Conventional and FHA