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

TRAINING GUIDES


   Broker Portal Guide

   Condition Quick Guide