Existing Business Partners

Broker Approval & Renewal Policy

Loan Submissions

Successful Loan Submission Tutorials & Checklists

Verification of Earnings Form (1099)

Approved Credit Vendors

Credit Reissue Overview

Rate Lock Policy & Procedures

Lock Request Form

Rate Lock Procedures

Property Appraisal Policy & Procedures

Reconsideration Request (Incenter)

Reconsideration Request (Class Appraisal)

Appraisal Transfer Policy

Condo Questionnaire & HOA Certification

Condominium Project Questionnaire

HOA Certification

Borrower Disclosures

Anti-Steering Disclosure

Borrower’s Certification & Authorization

Borrower/Broker Compensation Agreement

Business Purpose & Occupancy Affidavit (the “Affidavit”)

Demographic Addendum ORG

1-4 Family Rider (Assignment of Rents)

Gift Letter

Personal Guaranty

Notice of Changed Circumstance

CA Mortgage Loan Disclosure Stmt

CA-Loan-Brokerage-Agreement