Identi-fi AUS

Promotional & Educational Webinar on Non-QM and AUS

AUS Marketing & Training Video

Web-based Training Video

Calyx Quick Step Document

Calyx Training Video

Prospective Business Partners

Broker Application

Technology Setup

Existing Business Partners

Broker Add/Change/Delete

Broker Approval & Renewal Policy

Technology Setup

Exception Request

Loan Submissions

Submission & Fee Sheet

Rate Lock Policy & Procedures

New Lock Request

Rate Lock Procedure

Property Appraisal Policy & Procedures

Request for Appraisal Re-Evaluation (ClearCapital)

Request for Appraisal Re-Evaluation (Accurate Group)

Review of Additional Data & Analysis Request (Assurant)

Appraisal Transfer Policy

Condo Questionnaire & HOA Certification

Condominium Project Questionnaire

HOA Certification

Borrower Disclosures

ACH Draft Authorization

Anti-Steering Disclosure

Borrower’s Certification & Authorization

Borrower/Broker Compensation Agreement

Business Purpose & Occupancy Affidavit (the “Affidavit”)

1-4 Family Rider (Assignment of Rents)

Gift Letter

Guaranty

Notice of Changed Circumstance