AIM Partner Portal

Become a Partner

Documents & Forms

Guidelines
Loan Level Forms
Program Submission Checklists
Partner Forms

Non-QM

Non-QM Guidelines

Non-QM Product Matrix

Jumbo

Prime Jumbo Red AUS Guidelines

Prime Jumbo Blue AUS Guidelines

Second Mortgage

Second Mortgage Guidelines

Conventional & Government

Conventional Guidelines

FHA Mortgagee Letters

FHA Eligibility

Temporary Buydown Matrix

Temporary Buydown Calculator

Underwriting Requirements

Foreign National

Prime Jumbo Red

Prime Jumbo Blue

Additional Documentation

Leasehold Requirements

Down Payment Assistance Program Guidelines

Approved DPA Agencies and Programs

Lock and Pricing

Lock and Pricing Policy - Wholesale

Lock and Pricing Policy - Correspondent

Mortgagee Clause

Loan Information Form

Lock Change Request

Anti‐Steering Loan Options Disclosure

Borrower Signature Authorization

Appraisal Reconsideration Form

Appraisal Transfer Out Request

Self-Employed Business Narrative Form

Correspondent Plus Fee Worksheet

Correspondent Plus Lock Worksheet

8821 Tax Information Authorization

1177 Halcylon Consent Form

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

Bank Statement Income Calculator

Broker Annual Recertification

Request State-Specific Compensation Change

Branch Assignment Form

Request Compensation Change

AIM 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

Additional Checklists

Down Payment Assistance

string(9) "dsadadasd" bool(false)