Forms
Submission forms, acknowledgements, disclosures and more.
| Name | Description |
| Conventional UW Submission Checklist | Conventional Underwriting Submission Checklist |
| Delivery File Checklist | Provided for clients to use as a checklist for the delivery of closed loans. Highlights what comes to Newrez and what is delivered to Indecomm. |
| Income Worksheet | Use this guide to facilitate the use of the Newrez Income Calculator to accurately determine the gross monthly qualifying income of a borrower. |
| Inter Vivos Trust Checklist | Clients dealing with an Inter Vivos Trust who are submitting credit files for prior approval may use this checklist to have the trust reviewed for eligibility. |
| Jumbo AUS Submission Checklist | Yosemite AUS Jumbo Non-Delegated Underwriting Submission Checklist. |
| Loan Exception Request Form | Form is used for Prior Approval and Closed Loans to request an exception to Loan guidelines. |
| Net Tangible Benefit Worksheet | Net tangible benefit worksheet by product. Please note that a state specific NTB worksheet may still be required depending on the property state. |
| Non-Delegated Government-FHA UW Submission Checklist | Non-Delegated Correspondent Government - FHA Underwriting Submission Checklist |
| Non-Delegated Government-VA UW Submission Checklist | Non-Delegated Government-VA UW Submission Checklist |
| Registration Sheet | A manual loan registration form to be emailed once completed. (Used as an alternative to registering loan online.) |
| Sample Goodbye Letter | Clients may use this as a Sample to provide to borrower(s) to indicate the loan is being transferred to Newrez. |
| System Exception Request Form | This form is used for exception requests on condos, Escrow Waivers or System Requirements |
| Client Contact Form | Fill out the attached form and email to your Regional Sales Manager to be added to the distributions. |
If you have more questions contact us here