Submission Forms

• Loan Submission Form

Disclosure Forms

• Borrower Requested Compensation Change
• CFPB Guide to Loan Estimate & Closing
• Change in Circumstance Form
• Intend to Proceed Attestation
• Loan Estimate Fee Sheet
• TRID – Loan Estimate vs. GFE

General Use Forms & Info

• 4506-C
• Add a Branch Form
• Anti-Steering Disclosure
• Become an Approved Broker Packet
• Broker’s Contract Processor List
• FastPass Packet
• Lock Request Form
• Mortgage Broker Fee Agreement
• Order An Appraisal
• SSA-89
• Timeline for Bankruptcy, Foreclosure + Short Sales
• Visa Eligibility for Non-Citizens
• Wholesale Doc Request Form
• Wholesale Lock Policy

TPO Portal Tutorials

• User Administration
• Creating and Working with Your Loan
• Product & Pricing, Locking & Lock Extensions
• Documents and Conditions
• Submitting a Loan
• Change of Circumstance
• Ordering Credit
• Manually Uploading Conditions
• TPO Portal & FHA Streamlines
• TPO Portal & VA IRRRL
• Connect Loan Status

Conventional Loan Forms

• Acknowledgement of Property Inspection Waiver
• Condo – Full Review
• Condo – Limited Review
• Fannie Income Analysis Directions
• Fannie Income Analysis Form

FHA Loan Forms

• 92900-A HUD/VA Addendum to URLA
• CAIVRS & FHA Refinance Form
• FHA Case Number Cancellation Request Form
• FHA Case Number Request Form
• FHA Case Number Transfer Request Form
• FHA Condo Questionnaire
• FHA Identity of Interest Certification
• FHA Streamline Worksheet
• FHA/VA Amendatory Clause
• How to Order a FHA Case Number

VA Loan Forms

• FHA/VA Amendatory Clause
• VA Appraisal Order Form
• VA Cert – Membership in Reserves or National Guard
• VA Childcare Expense Statement
• VA IRRRL Checklist
• VA Nearest Relative Form
• VA Sponsorship Form