Operations Toolkit

FORMS


   Submission Form

   4506TWet signed or E-signed with transaction log 

   ACH FormReduce UW Fee by $200 with ACH 

   Anti-Steering DisclosureLPC Only 

   Asset Utilization Worksheet 

   Bank Statement & Business Narrative Worksheet

   Broker Intent to Proceed

   Change of Circumstance

   SSA-89Wet signed only

CONDO QUESTIONNAIRES


FNMA Forms or HOA form allowed with all FNMA questions included.

   FNMA Full Form

   FNMA Limited Form

INFORMATION & PROCESSES


   Transfer Appraisal ProcessNo transfer letter required

   Broker Comp Quick Reference

   Closing Calendar

   Fee Schedule

   Mortgagee Clause

   Power of Attorney

   Servicing Contact Information