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Resource

Broker Approval/Change Forms

  • Broker Addendum
  • Business Purpose Broker Package
  • COC Form
  • Corporate Resolution
  • Compensation Plan
  • Principal Partner Resolution
  • Recert Form
  • Reps and Warrants
  • Wholesale Broker Agreement – theStart
  • Working Contact List
  • W-9
  • Zero Tolerance

Miscellaneous Forms

  • ACH Form
  • CD/Doc Order
  • Conventional/Non-QM Condo
  • Questionnaire
  • Credit Committee Review
  • Fannie short form
  • Fee Schedule
  • FHA Approved Condo Questionnaire
  • PIW
  • Request for a Reconsideration of Value
  • SSA-89
  • VA Child Care Statement
  • VA Nearest Living Relative
  • Wholesale Disclosure Request

Tutorials

eConsent and eDisclosure Process
How to Complete the Anti-Steering Loan Options Disclosure
How to Lock in TPO Connect
How to Resubmit LSU Missing Items
How to Request an Initial CD from theSpot
How to Submit in TPO Connect
How to Submit Manually in TPO Connect
How to Submit Conditions to theLender in TPO Connect
***VIDEO – New Condition Upload Process
TPO User Manual

Submission Forms

Business Purpose Submission Form
Non QM Submission Form
Stand Alone Second Submission Form
Wholesale Submission Form

Registration Forms

Anti-Steering Disclosure
Authorization to Run Credit on a Non-Borrowing Spouse
Borrower’s Certification and Authorization
Confirmation of Intent to Proceed
Contact Authorization Form

Calculators

FHA Streamline and Simple Refinance Calculator and Checklist NonQM Income Calculator theSECOND Calculator USDA Guarantee Upfront and Annual Fee Calculator VA Maximum Loan Amount Calculator
*WARNING: these calculators must be opened in Google Chrome. Functionality is invalid if opened in Internet Explorer.*

FHA Forms

FHA Case Number Request Form

Lock Desk Forms

theLender Lock Policies