Loan Submission Form
Broker Welcome Guide
Calculators
Closing Documents
Conventional Documents & Loans
FHA, USDA & VA Documents
- FHA Case Transfer Form
- FHA Case Number Request Form
- FHA Streamline Net Tangible Benefit Worksheet
- VA IRRRL Worksheet
- VA Guaranteed Home Loan Cash-Out Refinance Comparison Certification
- VA Nearest Living Relative Form
- VA Sponsorship Form
- Manual Underwriting Checklist
- Manual Underwriting Cover Letter
- Government Fee Worksheet (XLS)
- Government Streamline Fee Worksheet (XLS)
- USDA Form 3555-21 (download and open in Adobe Reader)
- VA Disability Questionaire
FHA 203K & 203B Standard Documents
- 203K Checklist
- 203k Calculator – HUD
- Borrower Identity of Interest Certification
- Borrowers Letter of Completion
- Consultant Identity of Interest
- Contractor Profile
- HUD-9746-A Draw Request
- Information for Contractors
- Letter of Completion
- Owner Contractor Agreement
- Rehabilitation Loan Agreement
TRID Forms/Documents
- Changed Circumstance (PDF)
- Intent to Proceed – Broker Disclosed LE Only (PDF)
- Intent to Proceed – Broker Disclosed LE Only (DOC)
- Issuance of Revised LE
- RESPA-TILA Integrated Disclosures Requirements
- Settlement Service Providers
Useful Forms
- Anti-Steering Disclosure of Loan Options and Helpful Time to Complete the Anti-Steering Disclosure (PDF)
- Appraisal Disclosure
- Borrower Signature Authorization
- Borrower’s Certification and Authorization
- CMS SC Attorney Preference Disclosure
- Debt Obligation Acknowledgement
- Disclosure Notices
- Federal Equal Credit Opportunity Act
- Gift Letter
- Housing Financial Discrimination Act
- Instructions for Accepting eDisclosures (Approved for Borrower Distribution)
- Iowa Permissable Fees
- IRS 4506-T Form
- Loss Payee Information – CPL & HO Information
- Maryland HPML Attestation Sample
- Non-Borrowing Spouse Credit Authorization
- Notice of Special Flood Hazards and Availability of Federal Disaster Relief Assistance
- Prepayment Fee Options
- Property Tax Payee Table
- Regulatory Fee Limits
- SSA-89 Social Security Authorization, Consent Form
- State Specific Disclosure Requirements
- Safe Harbor Certification
- Tax Information Authorization
- Third Party Processing Company Attestation
- Wholesale Closing Attorney Agent Application
Broker Approved Forms
- Broker Approval Package
- Broker Agreement
- Broker Compensation Agreement
- Branch Office Addition Request
- Broker Recertification Package
- Roster or Mortgage Loan Originators and Loan Processors
- Broker Recertification Form
Loan Limits Lookup
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