Broker Guides & Forms
BROKER GUIDES:
- ANNOUNCEMENTS & UPDATES
- CREDIT POLICY OVERLAYS
- HAZARD INSURANCE POLICY
- LOSS PAYABLE MORTGAGEE CLAUSE
- PRODUCT MATRICES
- PRINCIPAL REDUCTION GUIDE & FAQs
- WHOLESALE BROKER GUIDE
- TRAINING & REFERENCES
PRICING FORMS:
UNDERWRITING:
- AFFIDAVIT OF LISTING & OWNERSHIP
- CONDO / PUD ELIGIBILITY CERTIFICATION
- CONVENTIONAL UNDERWRITING SUBMISSION FORM
- FEMA DISASTER DISCLOSURE
- FHA UNDERWRITING SUBMISSION FORM
- HOA: FULL CONDO QUESTIONNAIRE
- HOA: LIMITED REVIEW CHECKLIST & WARRANTY
- HOA: WITHOUT MASTER POLICY – PROCESSOR CERTIFICATION
- LOAN APPLICATION SUBMISSION CHECKLIST
- MDIA BROKER FEE ACKNOWLEDGMENT FORM
- MDIA BORROWER FEE ACKNOWLEDGMENT FORM
- NET TANGIBLE BENEFIT WORKSHEET
- SSA-89
RESPA:
- ANTI-STEERING DISCLOSURE
- BORROWER INTENT TO PROCEED
- BROKER FEE AGREEMENT
- CHANGED CIRCUMSTANCE COVER LETTER
- ITEMIZATION OF FEES
- LENDER/SELLER PAID FEES/CREDITS
- NEW HUD GFE FORM
- REGULATION Z: GFE SCENARIOS
- REGULATION Z: LOAN ORIGINATOR COMPENSATION GUIDE
- SETTLEMENT SERVICE PROVIDER LIST
REQUIRED STATE DISCLOSURES:
- CALIFORNIA FNMA 1003 URLA ADDENDUM – DOMESTIC PARTNERSHIPS
- CALIFORNIA FNMA 1003 URLA ADDENDUM – NOTICE OF SEPARATE CREDIT
- CALIFORNIA AUTOMATED VALUATION MODEL (AVM) NOTICE
- CALIFORNIA MORTGAGE BROKER AGREEMENT
- CALIFORNIA MORTGAGE LOAN DISCLOSURE STATEMENT
- CALIFORNIA TITLE INSURANCE DISCLOSURE
- COLORADO LOCK-IN DISCLOSURE
- COLORADO TANGIBLE NET BENEFIT DISCLOSURE
- COLORADO DUAL STATUS DISCLOSURE
- ILLINOIS DESCRIPTION OF REQUIRED DOCUMENTATION
- INDIANA MORTGAGE BROKER SERVICE AGREEMENT
- INDIANA STATE DISCLOSURE
- MARYLAND APPLICATION DISCLOSURE
- MICHIGAN BORROWERS BILL OF RIGHTS
- MINNESOTA NON AGENCY DISCLOSURE
- MINNESOTA ORIGINATOR CONTRACT
- OREGON APPLICATION DISCLOSURE ADVANCED FEE
- TEXAS MORTGAGE BANKER DISCLOSURE
- TEXAS RESIDENTIAL MORTGAGE LOAN ORIGINATOR DISCLOSURE
- WISCONSIN APPLICATION DISCLOSURE
- WISCONSIN BROKER AGREEMENT
- WISCONSIN CONSUMER DISCLOSURE STATEMENT
BECOME A BROKER:
- BROKER APPROVAL PROCESS
- BROKER APPLICATION CHECKLIST
- BROKER APPLICATION
- BROKER APPLICATION – ADDING BRANCH LOCATIONS
- BROKER AGREEMENT
- CORPORATE RESOLUTION (OF BOARD OF DIRECTORS)
- MARKETING CONSENT FORM
- WEBSITE AGREEMENT
- WEB ACCESS REQUEST FORM (ACCOUNT MANAGER)
- W9 TAX FORM
- FHA REQUIRED DOCUMENTS FOR APPROVAL – CHECKLIST
- FHA PRODUCTION QUESTIONNAIRE
- FHA ADDENDUM A
GFE Scenarios-Reg Z
