Investor Advantage Tutorial & Checklist

INVESTOR ADVANTAGE CHECKLIST:

☐ FNMA 3.2 File

☐ Broker Signed 1003 + DI Addendum (to be uploaded separately)
— Dated date of submission
— Must also be signed by Borrower ahead of final approval

☐ DH Submission Form/Fee Sheet (electronic version available during submission)
— See Mercury for AMC selection & fee

☐ Purchase Agreement *if purchase*
— Earnest Money Deposit

☐ Broker/Borrower Comp Agreement *if borrower-paid comp*

☐ Credit Report Invoice *if reissuing recently pulled credit report*
— If credit is not reissued – Deephaven WILL pull new credit automatically

☐ Asset Statements *if needed*
— May use personal statements for both income and assets
— Upload if needed for down payment/reserves

☐ If 3^rd Party Processor – Provide Invoice
— Must be assigned processor ahead of submission

Note: NEVER upload tax returns
For a printed copy of the checklist click here.